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 | $134,359 | $53,162+152.7% | $91,220+47.3% | $68,494+96.2% |
| Participation rate | 81.3% | 63.2%+18.0pp | 73.2%+8.1pp | 67.9%+13.4pp |
| Annual return | -13.20% | -3.14%-10.1pp | 114.01%-127.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,357 | $1,709-20.6% | $2,850-52.4% | $2,596-47.7% |
| Participant deferral / active EE | $2,857 | $2,974-3.9% | $4,234-32.5% | $4,027-29.1% |
| Admin fee / account holder | $3,090 | $4,493-31.2% | $5,420-43.0% | $5,403-42.8% |