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 | $176,637 | $69,010+156.0% | $159,960+10.4% | $68,494+157.9% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -16.44% | -9.65%-6.8pp | 408.60%-425.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,907 | $2,213-13.9% | $4,226-54.9% | $2,596-26.6% |
| Participant deferral / active EE | $8,486 | $4,212+101.5% | $6,182+37.3% | $4,027+110.7% |
| Admin fee / account holder | $67,186 | $4,798+1300.3% | $8,698+672.4% | $5,403+1143.5% |