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 | $168,211 | $82,664+103.5% | $125,339+34.2% | $68,494+145.6% |
| Participation rate | 82.2% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,653 | $3,381-21.5% | $4,814-44.9% | $2,596+2.2% |
| Participant deferral / active EE | $10,998 | $6,110+80.0% | $7,446+47.7% | $4,027+173.1% |
| Admin fee / account holder | $7,988 | $6,275+27.3% | $10,010-20.2% | $5,403+47.8% |