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 | $169,228 | $73,004+131.8% | $90,749+86.5% | $68,494+147.1% |
| Participation rate | 94.9% | 70.8%+24.0pp | 75.7%+19.2pp | 67.9%+27.0pp |
| Annual return | -15.56% | -13.81%-1.7pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,795 | $2,193-18.1% | $2,921-38.6% | $2,596-30.9% |
| Participant deferral / active EE | $6,816 | $3,627+88.0% | $4,564+49.3% | $4,027+69.3% |
| Admin fee / account holder | $10,103 | $5,896+71.4% | $8,445+19.6% | $5,403+87.0% |