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 | $149,202 | $73,004+104.4% | $90,749+64.4% | $68,494+117.8% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+22.0pp | 67.9%+29.8pp |
| Annual return | -17.75% | -13.81%-3.9pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,633 | $2,193+156.9% | $2,921+92.9% | $2,596+117.0% |
| Participant deferral / active EE | $6,337 | $3,627+74.7% | $4,564+38.9% | $4,027+57.4% |
| Admin fee / account holder | $12,264 | $5,896+108.0% | $8,445+45.2% | $5,403+127.0% |