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 | $166,860 | $110,094+51.6% | $151,611+10.1% | $68,494+143.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -16.35% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $8,748 | $4,471+95.7% | $6,166+41.9% | $2,596+237.0% |
| Participant deferral / active EE | $20,858 | $6,527+219.6% | $8,363+149.4% | $4,027+417.9% |
| Admin fee / account holder | $9,946 | $7,719+28.9% | $11,616-14.4% | $5,403+84.1% |