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 | $154,420 | $64,707+138.6% | $112,228+37.6% | $68,494+125.4% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -16.01% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $8,885 | $2,746+223.6% | $3,635+144.5% | $2,596+242.2% |
| Participant deferral / active EE | $3,261 | $3,565-8.5% | $4,728-31.0% | $4,027-19.0% |
| Admin fee / account holder | $26,728 | $5,232+410.8% | $6,410+317.0% | $5,403+394.7% |