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 | $127,124 | $69,010+84.2% | $159,960-20.5% | $68,494+85.6% |
| Participation rate | 94.7% | 65.4%+29.3pp | 78.0%+16.8pp | 67.9%+26.8pp |
| Annual return | -16.74% | -9.65%-7.1pp | 408.60%-425.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,276 | $2,213+93.2% | $4,226+1.2% | $2,596+64.7% |
| Participant deferral / active EE | $10,146 | $4,212+140.9% | $6,182+64.1% | $4,027+151.9% |
| Admin fee / account holder | $6,016 | $4,798+25.4% | $8,698-30.8% | $5,403+11.3% |