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 9-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 | $156,663 | $54,350+188.3% | $82,719+89.4% | $68,494+128.7% |
| Participation rate | 84.6% | 63.9%+20.7pp | 72.6%+12.1pp | 67.9%+16.7pp |
| Annual return | -1.70% | -13.67%+12.0pp | 701.18%-702.9pp | -7.84%+6.1pp |
| Employer contribution / active EE | $2,486 | $2,218+12.1% | $3,009-17.4% | $2,596-4.3% |
| Participant deferral / active EE | $4,393 | $3,246+35.3% | $4,3950% | $4,027+9.1% |
| Admin fee / account holder | $7,560 | $4,395+72.0% | $5,329+41.9% | $5,403+39.9% |