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 | $136,665 | $69,010+98.0% | $159,960-14.6% | $68,494+99.5% |
| Participation rate | 75.7% | 65.4%+10.3pp | 78.0%-2.3pp | 67.9%+7.8pp |
| Annual return | -15.98% | -9.65%-6.3pp | 408.60%-424.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,934 | $2,213+122.9% | $4,226+16.8% | $2,596+90.1% |
| Participant deferral / active EE | $9,401 | $4,212+123.2% | $6,182+52.1% | $4,027+133.4% |
| Admin fee / account holder | $37,700 | $4,798+685.8% | $8,698+333.4% | $5,403+597.8% |