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 | $146,891 | $82,664+77.7% | $125,339+17.2% | $68,494+114.5% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,649 | $3,381-51.2% | $4,814-65.7% | $2,596-36.5% |
| Participant deferral / active EE | $10,122 | $6,110+65.7% | $7,446+35.9% | $4,027+151.3% |
| Admin fee / account holder | $7,622 | $6,275+21.5% | $10,010-23.9% | $5,403+41.1% |