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 | $204,470 | $82,664+147.4% | $125,339+63.1% | $68,494+198.5% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $6,856 | $3,381+102.8% | $4,814+42.4% | $2,596+164.1% |
| Participant deferral / active EE | $7,792 | $6,110+27.5% | $7,446+4.6% | $4,027+93.5% |
| Admin fee / account holder | $10,871 | $6,275+73.2% | $10,010+8.6% | $5,403+101.2% |