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 | $141,274 | $42,383+233.3% | $76,523+84.6% | $64,186+120.1% |
| Participation rate | 83.9% | 58.1%+25.7pp | 68.0%+15.9pp | 69.6%+14.3pp |
| Annual return | -6.51% | -16.54%+10.0pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $431 | $1,563-72.4% | $2,647-83.7% | $2,381-81.9% |
| Participant deferral / active EE | $4,339 | $2,566+69.1% | $3,835+13.1% | $3,470+25.1% |
| Admin fee / account holder | $7,581 | $3,198+137.0% | $4,848+56.4% | $4,888+55.1% |