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 | $177,418 | $82,664+114.6% | $125,339+41.6% | $68,494+159.0% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -15.75% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,726 | $3,381+158.1% | $4,814+81.3% | $2,596+236.1% |
| Participant deferral / active EE | $9,078 | $6,110+48.6% | $7,446+21.9% | $4,027+125.4% |
| Admin fee / account holder | $69,464 | $6,275+1006.9% | $10,010+594.0% | $5,403+1185.7% |