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 | $160,266 | $81,900+95.7% | $119,609+34.0% | $68,494+134.0% |
| Participation rate | 97.1% | 71.9%+25.3pp | 79.3%+17.9pp | 67.9%+29.3pp |
| Annual return | 2.31% | -23.82%+26.1pp | -14.97%+17.3pp | -7.84%+10.1pp |
| Employer contribution / active EE | $9,386 | $2,693+248.5% | $4,232+121.8% | $2,596+261.5% |
| Participant deferral / active EE | $3,435 | $4,148-17.2% | $5,602-38.7% | $4,027-14.7% |
| Admin fee / account holder | $2,846 | $6,582-56.8% | $10,323-72.4% | $5,403-47.3% |