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 | $146,722 | $72,404+102.6% | $110,238+33.1% | $64,186+128.6% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.6pp | 69.6%+14.8pp |
| Annual return | -3.34% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,943 | $2,282+72.8% | $3,826+3.0% | $2,381+65.6% |
| Participant deferral / active EE | $8,846 | $3,469+155.0% | $4,672+89.3% | $3,470+155.0% |
| Admin fee / account holder | $32,242 | $5,664+469.2% | $8,547+277.2% | $4,888+559.6% |