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 | $224,398 | $82,664+171.5% | $125,339+79.0% | $68,494+227.6% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -13.58% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $10,049 | $3,381+197.2% | $4,814+108.8% | $2,596+287.1% |
| Participant deferral / active EE | $9,038 | $6,110+47.9% | $7,446+21.4% | $4,027+124.4% |
| Admin fee / account holder | $28,796 | $6,275+358.9% | $10,010+187.7% | $5,403+433.0% |