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 | $151,384 | $73,867+104.9% | $143,757+5.3% | $68,494+121.0% |
| Participation rate | 70.3% | 66.7%+3.7pp | 80.3%-10.0pp | 67.9%+2.4pp |
| Annual return | -13.59% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $604 | $3,184-81.0% | $4,951-87.8% | $2,596-76.7% |
| Participant deferral / active EE | $5,518 | $3,384+63.1% | $5,637-2.1% | $4,027+37.0% |
| Admin fee / account holder | $8,094 | $5,755+40.6% | $14,673-44.8% | $5,403+49.8% |