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 | $142,912 | $54,350+162.9% | $82,719+72.8% | $68,494+108.6% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -18.14% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $10,399 | $2,218+368.8% | $3,009+245.6% | $2,596+300.5% |
| Participant deferral / active EE | $12,296 | $3,246+278.8% | $4,395+179.8% | $4,027+205.3% |
| Admin fee / account holder | $789 | $4,395-82.0% | $5,329-85.2% | $5,403-85.4% |