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 | $163,712 | $53,162+207.9% | $91,220+79.5% | $68,494+139.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -12.81% | -3.14%-9.7pp | 114.01%-126.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,658 | $1,709+172.5% | $2,850+63.4% | $2,596+79.4% |
| Participant deferral / active EE | $5,696 | $2,974+91.5% | $4,234+34.5% | $4,027+41.4% |
| Admin fee / account holder | $6,889 | $4,493+53.3% | $5,420+27.1% | $5,403+27.5% |