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 | $162,319 | $82,286+97.3% | $68,791+136.0% | $134,475+20.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -17.34% | -2.19%-15.1pp | -6.38%-11.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $8,234 | $3,301+149.5% | $2,655+210.1% | $4,740+73.7% |
| Participant deferral / active EE | $6,545 | $4,739+38.1% | $3,941+66.1% | $6,400+2.3% |
| Admin fee / account holder | $16,105 | $6,481+148.5% | $4,932+226.6% | $11,426+41.0% |