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 | $151,807 | $64,707+134.6% | $112,228+35.3% | $68,494+121.6% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -16.76% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,907 | $2,746+78.7% | $3,635+35.0% | $2,596+89.0% |
| Participant deferral / active EE | $11,529 | $3,565+223.4% | $4,728+143.8% | $4,027+186.3% |
| Admin fee / account holder | $2,532 | $5,232-51.6% | $6,410-60.5% | $5,403-53.1% |