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 6-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 | $197,858 | $69,010+186.7% | $159,960+23.7% | $68,494+188.9% |
| Participation rate | 97.0% | 65.4%+31.6pp | 78.0%+19.0pp | 67.9%+29.1pp |
| Annual return | -15.71% | -9.65%-6.1pp | 408.60%-424.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $6,433 | $2,213+190.6% | $4,226+52.2% | $2,596+147.8% |
| Participant deferral / active EE | $13,677 | $4,212+224.7% | $6,182+121.2% | $4,027+239.6% |
| Admin fee / account holder | $32,294 | $4,798+573.1% | $8,698+271.3% | $5,403+497.7% |