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 | $120,328 | $49,280+144.2% | $67,313+78.8% | $64,186+87.5% |
| Participation rate | 80.8% | 60.8%+20.0pp | 69.1%+11.7pp | 69.6%+11.2pp |
| Annual return | -4.91% | -1.39%-3.5pp | -4.08%-0.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $674 | $1,668-59.6% | $2,566-73.7% | $2,381-71.7% |
| Participant deferral / active EE | $6,724 | $2,484+170.7% | $3,568+88.4% | $3,470+93.8% |
| Admin fee / account holder | $15,733 | $3,863+307.3% | $4,507+249.1% | $4,888+221.9% |