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 | $151,766 | $64,707+134.5% | $112,228+35.2% | $68,494+121.6% |
| Participation rate | 92.1% | 67.2%+25.0pp | 75.1%+17.0pp | 67.9%+24.2pp |
| Annual return | -16.77% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,642 | $2,746+105.5% | $3,635+55.2% | $2,596+117.3% |
| Participant deferral / active EE | $5,067 | $3,565+42.2% | $4,728+7.2% | $4,027+25.8% |
| Admin fee / account holder | $13,983 | $5,232+167.3% | $6,410+118.1% | $5,403+158.8% |