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 | $172,818 | $73,867+134.0% | $143,757+20.2% | $68,494+152.3% |
| Participation rate | 86.3% | 66.7%+19.6pp | 80.3%+6.0pp | 67.9%+18.4pp |
| Annual return | -17.78% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $7,321 | $3,184+129.9% | $4,951+47.9% | $2,596+182.0% |
| Participant deferral / active EE | $6,994 | $3,384+106.7% | $5,637+24.1% | $4,027+73.7% |
| Admin fee / account holder | $2,440 | $5,755-57.6% | $14,673-83.4% | $5,403-54.8% |