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 | $165,486 | $82,664+100.2% | $125,339+32.0% | $68,494+141.6% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,293 | $3,381-2.6% | $4,814-31.6% | $2,596+26.8% |
| Participant deferral / active EE | $13,172 | $6,110+115.6% | $7,446+76.9% | $4,027+227.1% |
| Admin fee / account holder | $11,415 | $6,275+81.9% | $10,010+14.0% | $5,403+111.3% |