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 | $179,848 | $82,664+117.6% | $125,339+43.5% | $68,494+162.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -5.74% | -5.97%+0.2pp | 572.05%-577.8pp | -7.84%+2.1pp |
| Employer contribution / active EE | $4,075 | $3,381+20.5% | $4,814-15.3% | $2,596+57.0% |
| Participant deferral / active EE | $8,411 | $6,110+37.6% | $7,446+13.0% | $4,027+108.8% |
| Admin fee / account holder | $33,416 | $6,275+432.5% | $10,010+233.8% | $5,403+518.5% |