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 | $155,796 | $73,867+110.9% | $143,757+8.4% | $68,494+127.5% |
| Participation rate | 83.7% | 66.7%+17.1pp | 80.3%+3.4pp | 67.9%+15.8pp |
| Annual return | -14.59% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $9,960 | $3,184+212.8% | $4,951+101.2% | $2,596+283.6% |
| Participant deferral / active EE | $7,257 | $3,384+114.4% | $5,637+28.7% | $4,027+80.2% |
| Admin fee / account holder | $8,034 | $5,755+39.6% | $14,673-45.2% | $5,403+48.7% |