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 | $158,667 | $73,867+114.8% | $143,757+10.4% | $68,494+131.6% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -18.75% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,722 | $3,184+79.7% | $4,951+15.6% | $2,596+120.4% |
| Participant deferral / active EE | $5,386 | $3,384+59.1% | $5,637-4.5% | $4,027+33.7% |
| Admin fee / account holder | $3,616 | $5,755-37.2% | $14,673-75.4% | $5,403-33.1% |