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 4-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 | $161,425 | $64,707+149.5% | $112,228+43.8% | $68,494+135.7% |
| Participation rate | 95.1% | 67.2%+28.0pp | 75.1%+20.1pp | 67.9%+27.2pp |
| Annual return | -17.75% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,199 | $2,746+16.5% | $3,635-12.0% | $2,596+23.2% |
| Participant deferral / active EE | $8,591 | $3,565+141.0% | $4,728+81.7% | $4,027+113.3% |
| Admin fee / account holder | $6,265 | $5,232+19.7% | $6,410-2.3% | $5,403+16.0% |