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 | $217,787 | $82,664+163.5% | $125,339+73.8% | $68,494+218.0% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -14.55% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,252 | $3,381-33.4% | $4,814-53.2% | $2,596-13.2% |
| Participant deferral / active EE | $8,534 | $6,110+39.7% | $7,446+14.6% | $4,027+111.9% |
| Admin fee / account holder | $26,907 | $6,275+328.8% | $10,010+168.8% | $5,403+398.0% |