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 | $192,214 | $82,664+132.5% | $125,339+53.4% | $68,494+180.6% |
| Participation rate | 77.3% | 75.0%+2.3pp | 82.4%-5.0pp | 67.9%+9.4pp |
| Annual return | -7.36% | -5.97%-1.4pp | 572.05%-579.4pp | -7.84%+0.5pp |
| Employer contribution / active EE | $1,406 | $3,381-58.4% | $4,814-70.8% | $2,596-45.8% |
| Participant deferral / active EE | $4,512 | $6,110-26.2% | $7,446-39.4% | $4,027+12.0% |
| Admin fee / account holder | $1,146 | $6,275-81.7% | $10,010-88.5% | $5,403-78.8% |