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 | $175,473 | $64,707+171.2% | $112,228+56.4% | $68,494+156.2% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -13.52% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,846 | $2,746-32.8% | $3,635-49.2% | $2,596-28.9% |
| Participant deferral / active EE | $6,239 | $3,565+75.0% | $4,728+32.0% | $4,027+54.9% |
| Admin fee / account holder | $42,281 | $5,232+708.1% | $6,410+559.6% | $5,403+682.6% |