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 | $192,109 | $82,664+132.4% | $125,339+53.3% | $68,494+180.5% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -19.26% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $5,612 | $3,381+66.0% | $4,814+16.6% | $2,596+116.2% |
| Participant deferral / active EE | $12,931 | $6,110+111.6% | $7,446+73.7% | $4,027+221.1% |
| Admin fee / account holder | $12,472 | $6,275+98.7% | $10,010+24.6% | $5,403+130.9% |