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 | $161,851 | $82,664+95.8% | $125,339+29.1% | $68,494+136.3% |
| Participation rate | 78.9% | 75.0%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -17.69% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $7,895 | $3,381+133.5% | $4,814+64.0% | $2,596+204.1% |
| Participant deferral / active EE | $11,009 | $6,110+80.2% | $7,446+47.8% | $4,027+173.4% |
| Admin fee / account holder | $17,221 | $6,275+174.4% | $10,010+72.0% | $5,403+218.8% |