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 | $170,224 | $73,867+130.4% | $143,757+18.4% | $68,494+148.5% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -19.03% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $7,088 | $3,184+122.6% | $4,951+43.2% | $2,596+173.0% |
| Participant deferral / active EE | $8,249 | $3,384+143.7% | $5,637+46.3% | $4,027+104.8% |
| Admin fee / account holder | $2,042 | $5,755-64.5% | $14,673-86.1% | $5,403-62.2% |