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 | $169,047 | $82,664+104.5% | $125,339+34.9% | $68,494+146.8% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,874 | $3,381+14.6% | $4,814-19.5% | $2,596+49.2% |
| Participant deferral / active EE | $9,625 | $6,110+57.5% | $7,446+29.3% | $4,027+139.0% |
| Admin fee / account holder | $7,286 | $6,275+16.1% | $10,010-27.2% | $5,403+34.9% |