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 | $132,534 | $59,107+124.2% | $86,436+53.3% | $68,494+93.5% |
| Participation rate | 82.4% | 75.2%+7.1pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -17.51% | -0.23%-17.3pp | 4394.89%-4412.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,430 | $2,519+75.9% | $3,769+17.6% | $2,596+70.6% |
| Participant deferral / active EE | $8,946 | $5,901+51.6% | $6,952+28.7% | $4,027+122.1% |
| Admin fee / account holder | $3,185 | $5,637-43.5% | $6,731-52.7% | $5,403-41.1% |