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 | $189,511 | $69,010+174.6% | $159,960+18.5% | $68,494+176.7% |
| Participation rate | 96.2% | 65.4%+30.8pp | 78.0%+18.3pp | 67.9%+28.3pp |
| Annual return | -13.03% | -9.65%-3.4pp | 408.60%-421.6pp | -7.84%-5.2pp |
| Employer contribution / active EE | $4,291 | $2,213+93.9% | $4,226+1.5% | $2,596+65.3% |
| Participant deferral / active EE | $10,844 | $4,212+157.5% | $6,182+75.4% | $4,027+169.3% |
| Admin fee / account holder | $10,529 | $4,798+119.4% | $8,698+21.1% | $5,403+94.9% |