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 | $182,046 | $69,010+163.8% | $159,960+13.8% | $68,494+165.8% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -13.03% | -9.65%-3.4pp | 408.60%-421.6pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,776 | $2,213+70.6% | $4,226-10.6% | $2,596+45.4% |
| Participant deferral / active EE | $7,124 | $4,212+69.1% | $6,182+15.2% | $4,027+76.9% |
| Admin fee / account holder | $5,930 | $4,798+23.6% | $8,698-31.8% | $5,403+9.8% |