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 | $186,573 | $82,664+125.7% | $125,339+48.9% | $68,494+172.4% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,555 | $3,381+34.7% | $4,814-5.4% | $2,596+75.4% |
| Participant deferral / active EE | $13,156 | $6,110+115.3% | $7,446+76.7% | $4,027+226.7% |
| Admin fee / account holder | $756 | $6,275-88.0% | $10,010-92.5% | $5,403-86.0% |