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 | $162,615 | $42,894+279.1% | $60,874+167.1% | $68,494+137.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -6.36% | -13.98%+7.6pp | 16.90%-23.3pp | -7.84%+1.5pp |
| Employer contribution / active EE | $809 | $1,978-59.1% | $2,701-70.1% | $2,596-68.9% |
| Participant deferral / active EE | $7,126 | $2,867+148.6% | $3,817+86.7% | $4,027+76.9% |
| Admin fee / account holder | $17,835 | $3,101+475.2% | $3,224+453.1% | $5,403+230.1% |