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 | $187,709 | $54,350+245.4% | $82,719+126.9% | $68,494+174.1% |
| Participation rate | 88.5% | 63.9%+24.6pp | 72.6%+16.0pp | 67.9%+20.6pp |
| Annual return | -14.43% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,457 | $2,218+10.8% | $3,009-18.3% | $2,596-5.4% |
| Participant deferral / active EE | $7,210 | $3,246+122.1% | $4,395+64.0% | $4,027+79.0% |
| Admin fee / account holder | $7,769 | $4,395+76.8% | $5,329+45.8% | $5,403+43.8% |