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 | $192,373 | $64,707+197.3% | $112,228+71.4% | $68,494+180.9% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.3pp |
| Annual return | -18.54% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $972 | $2,746-64.6% | $3,635-73.2% | $2,596-62.5% |
| Participant deferral / active EE | $9,761 | $3,565+173.8% | $4,728+106.4% | $4,027+142.4% |
| Admin fee / account holder | $928 | $5,232-82.3% | $6,410-85.5% | $5,403-82.8% |