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 | $197,182 | $55,449+255.6% | $83,848+135.2% | $56,287+250.3% |
| Participation rate | 95.3% | 68.0%+27.3pp | 76.1%+19.2pp | 69.9%+25.5pp |
| Annual return | -2.18% | -1.38%-0.8pp | 850.88%-853.1pp | -9.96%+7.8pp |
| Employer contribution / active EE | $6,557 | $2,430+169.8% | $3,631+80.6% | $2,111+210.6% |
| Participant deferral / active EE | $8,523 | $2,935+190.3% | $4,082+108.8% | $3,350+154.4% |
| Admin fee / account holder | $7,933 | $656+1109.3% | $5,478+44.8% | $521+1422.8% |