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 | $182,649 | $82,664+121.0% | $125,339+45.7% | $68,494+166.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -15.92% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,564 | $3,381+5.4% | $4,814-26.0% | $2,596+37.3% |
| Participant deferral / active EE | $12,544 | $6,110+105.3% | $7,446+68.5% | $4,027+211.5% |
| Admin fee / account holder | $1,451 | $6,275-76.9% | $10,010-85.5% | $5,403-73.1% |