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 | $160,767 | $54,229+196.5% | $70,092+129.4% | $68,494+134.7% |
| Participation rate | 90.0% | 64.5%+25.5pp | 70.5%+19.5pp | 67.9%+22.1pp |
| Annual return | -17.51% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,694 | $2,018+182.1% | $2,559+122.5% | $2,596+119.3% |
| Participant deferral / active EE | $9,214 | $2,956+211.7% | $3,849+139.4% | $4,027+128.8% |
| Admin fee / account holder | $5,758 | $4,694+22.7% | $6,267-8.1% | $5,403+6.6% |