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 | $175,052 | $54,350+222.1% | $82,719+111.6% | $68,494+155.6% |
| Participation rate | 83.9% | 63.9%+20.0pp | 72.6%+11.4pp | 67.9%+16.0pp |
| Annual return | -17.54% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,733 | $2,218+23.2% | $3,009-9.2% | $2,596+5.2% |
| Participant deferral / active EE | $5,500 | $3,246+69.4% | $4,395+25.1% | $4,027+36.6% |
| Admin fee / account holder | $22,566 | $4,395+413.4% | $5,329+323.5% | $5,403+317.7% |