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 | $135,897 | $46,674+191.2% | $117,472+15.7% | $68,494+98.4% |
| Participation rate | 88.6% | 56.8%+31.9pp | 70.6%+18.0pp | 67.9%+20.7pp |
| Annual return | -17.02% | -14.52%-2.5pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,552 | $1,505+3.2% | $4,176-62.8% | $2,596-40.2% |
| Participant deferral / active EE | $6,184 | $2,636+134.6% | $4,070+51.9% | $4,027+53.6% |
| Admin fee / account holder | $1,242 | $4,020-69.1% | $5,645-78.0% | $5,403-77.0% |