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 | $194,270 | $59,805+224.8% | $79,550+144.2% | $68,494+183.6% |
| Participation rate | 82.1% | 61.1%+21.0pp | 69.5%+12.6pp | 67.9%+14.2pp |
| Annual return | -17.25% | -12.30%-4.9pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,607 | $1,505+6.8% | $2,413-33.4% | $2,596-38.1% |
| Participant deferral / active EE | $3,808 | $3,024+25.9% | $3,985-4.4% | $4,027-5.4% |
| Admin fee / account holder | $11,297 | $4,835+133.7% | $6,832+65.3% | $5,403+109.1% |