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 | $163,974 | $73,867+122.0% | $143,757+14.1% | $68,494+139.4% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -12.73% | 1.01%-13.7pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $7,821 | $3,184+145.6% | $4,951+58.0% | $2,596+201.2% |
| Participant deferral / active EE | $5,982 | $3,384+76.7% | $5,637+6.1% | $4,027+48.5% |
| Admin fee / account holder | $2,200 | $5,755-61.8% | $14,673-85.0% | $5,403-59.3% |