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 | $184,688 | $73,004+153.0% | $90,749+103.5% | $68,494+169.6% |
| Participation rate | 90.6% | 70.8%+19.7pp | 75.7%+14.9pp | 67.9%+22.7pp |
| Annual return | -17.18% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $782 | $2,193-64.3% | $2,921-73.2% | $2,596-69.9% |
| Participant deferral / active EE | $6,632 | $3,627+82.9% | $4,564+45.3% | $4,027+64.7% |
| Admin fee / account holder | $6,126 | $5,896+3.9% | $8,445-27.5% | $5,403+13.4% |