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 | $162,811 | $82,664+97.0% | $125,339+29.9% | $68,494+137.7% |
| Participation rate | 80.4% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.5pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,265 | $3,381-33.0% | $4,814-52.9% | $2,596-12.8% |
| Participant deferral / active EE | $5,072 | $6,110-17.0% | $7,446-31.9% | $4,027+25.9% |
| Admin fee / account holder | $5,365 | $6,275-14.5% | $10,010-46.4% | $5,403-0.7% |