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 | $173,526 | $82,664+109.9% | $125,339+38.4% | $68,494+153.3% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -15.73% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $9,577 | $3,381+183.2% | $4,814+99.0% | $2,596+268.9% |
| Participant deferral / active EE | $12,025 | $6,110+96.8% | $7,446+61.5% | $4,027+198.6% |
| Admin fee / account holder | $50,916 | $6,275+711.3% | $10,010+408.7% | $5,403+842.4% |