See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,463 | $82,664+91.7% | $125,339+26.4% | $68,494+131.4% |
| Participation rate | 91.8% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+23.9pp |
| Annual return | -17.45% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $8,644 | $3,381+155.7% | $4,814+79.6% | $2,596+232.9% |
| Participant deferral / active EE | $11,208 | $6,110+83.4% | $7,446+50.5% | $4,027+178.3% |
| Admin fee / account holder | $8,672 | $6,275+38.2% | $10,010-13.4% | $5,403+60.5% |