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 | $132,635 | $81,900+61.9% | $119,609+10.9% | $68,494+93.6% |
| Participation rate | 90.7% | 71.9%+18.8pp | 79.3%+11.4pp | 67.9%+22.8pp |
| Annual return | -7.50% | -23.82%+16.3pp | -14.97%+7.5pp | -7.84%+0.3pp |
| Employer contribution / active EE | $1,584 | $2,693-41.2% | $4,232-62.6% | $2,596-39.0% |
| Participant deferral / active EE | $5,057 | $4,148+21.9% | $5,602-9.7% | $4,027+25.6% |
| Admin fee / account holder | $29,582 | $6,582+349.5% | $10,323+186.6% | $5,403+447.5% |