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 | $153,201 | $72,404+111.6% | $110,238+39.0% | $64,186+138.7% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | -4.43% | -6.29%+1.9pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,149 | $2,282-49.6% | $3,826-70.0% | $2,381-51.7% |
| Participant deferral / active EE | $2,821 | $3,469-18.7% | $4,672-39.6% | $3,470-18.7% |
| Admin fee / account holder | $3,678 | $5,664-35.1% | $8,547-57.0% | $4,888-24.8% |