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 | $167,529 | $50,958+228.8% | $74,550+124.7% | $64,186+161.0% |
| Participation rate | 85.3% | 61.1%+24.3pp | 69.1%+16.2pp | 69.6%+15.8pp |
| Annual return | -4.23% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,292 | $1,115+195.1% | $1,961+67.9% | $2,381+38.3% |
| Participant deferral / active EE | $7,960 | $2,301+245.9% | $3,108+156.1% | $3,470+129.4% |
| Admin fee / account holder | $1,106 | $4,223-73.8% | $5,060-78.1% | $4,888-77.4% |