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 | $141,176 | $59,107+138.8% | $86,436+63.3% | $68,494+106.1% |
| Participation rate | 87.8% | 75.2%+12.5pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -13.12% | -0.23%-12.9pp | 4394.89%-4408.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,392 | $2,519-44.7% | $3,769-63.1% | $2,596-46.4% |
| Participant deferral / active EE | $9,044 | $5,901+53.3% | $6,952+30.1% | $4,027+124.6% |
| Admin fee / account holder | $23,914 | $5,637+324.2% | $6,731+255.3% | $5,403+342.6% |