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 | $155,048 | $57,354+170.3% | $83,848+84.9% | $64,186+141.6% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.2pp | 69.6%+14.8pp |
| Annual return | -7.58% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,824 | $2,545-28.3% | $3,631-49.8% | $2,381-23.4% |
| Participant deferral / active EE | $5,030 | $2,993+68.1% | $4,082+23.2% | $3,470+45.0% |
| Admin fee / account holder | $5,370 | $4,046+32.7% | $5,478-2.0% | $4,888+9.9% |