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 | $187,843 | $73,867+154.3% | $143,757+30.7% | $68,494+174.2% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -13.44% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,320 | $3,184-27.1% | $4,951-53.1% | $2,596-10.6% |
| Participant deferral / active EE | $4,474 | $3,384+32.2% | $5,637-20.6% | $4,027+11.1% |
| Admin fee / account holder | $17,463 | $5,755+203.5% | $14,673+19.0% | $5,403+223.2% |