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 | $169,501 | $82,664+105.0% | $125,339+35.2% | $68,494+147.5% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,666 | $3,381-50.7% | $4,814-65.4% | $2,596-35.8% |
| Participant deferral / active EE | $8,684 | $6,110+42.1% | $7,446+16.6% | $4,027+115.6% |
| Admin fee / account holder | $24,822 | $6,275+295.5% | $10,010+148.0% | $5,403+359.4% |