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 | $182,020 | $64,707+181.3% | $112,228+62.2% | $68,494+165.7% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -18.43% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $8,023 | $2,746+192.2% | $3,635+120.7% | $2,596+209.0% |
| Participant deferral / active EE | $2,313 | $3,565-35.1% | $4,728-51.1% | $4,027-42.6% |
| Admin fee / account holder | $26,113 | $5,232+399.1% | $6,410+307.4% | $5,403+383.3% |