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 5-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 | $142,747 | $69,010+106.8% | $159,960-10.8% | $68,494+108.4% |
| Participation rate | 95.7% | 65.4%+30.2pp | 78.0%+17.7pp | 67.9%+27.8pp |
| Annual return | -12.78% | -9.65%-3.1pp | 408.60%-421.4pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,771 | $2,213+115.6% | $4,226+12.9% | $2,596+83.8% |
| Participant deferral / active EE | $9,787 | $4,212+132.4% | $6,182+58.3% | $4,027+143.0% |
| Admin fee / account holder | $12,659 | $4,798+163.8% | $8,698+45.5% | $5,403+134.3% |