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 | $158,087 | $73,867+114.0% | $143,757+10.0% | $68,494+130.8% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -18.18% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,867 | $3,184+84.3% | $4,951+18.5% | $2,596+126.0% |
| Participant deferral / active EE | $6,026 | $3,384+78.0% | $5,637+6.9% | $4,027+49.6% |
| Admin fee / account holder | $13,223 | $5,755+129.8% | $14,673-9.9% | $5,403+144.8% |