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 | $171,889 | $46,674+268.3% | $117,472+46.3% | $68,494+151.0% |
| Participation rate | 79.3% | 56.8%+22.5pp | 70.6%+8.7pp | 67.9%+11.4pp |
| Annual return | -12.55% | -14.52%+2.0pp | 29.74%-42.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,207 | $1,505+46.7% | $4,176-47.1% | $2,596-15.0% |
| Participant deferral / active EE | $6,725 | $2,636+155.1% | $4,070+65.2% | $4,027+67.0% |
| Admin fee / account holder | $2,111 | $4,020-47.5% | $5,645-62.6% | $5,403-60.9% |