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 | $154,560 | $82,664+87.0% | $125,339+23.3% | $68,494+125.7% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,567 | $3,381+64.7% | $4,814+15.7% | $2,596+114.4% |
| Participant deferral / active EE | $11,044 | $6,110+80.7% | $7,446+48.3% | $4,027+174.2% |
| Admin fee / account holder | $10,293 | $6,275+64.0% | $10,010+2.8% | $5,403+90.5% |