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 | $136,021 | $81,900+66.1% | $119,609+13.7% | $68,494+98.6% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -8.75% | -23.82%+15.1pp | -14.97%+6.2pp | -7.84%-0.9pp |
| Employer contribution / active EE | $1,996 | $2,693-25.9% | $4,232-52.8% | $2,596-23.1% |
| Participant deferral / active EE | $11,370 | $4,148+174.1% | $5,602+103.0% | $4,027+182.3% |
| Admin fee / account holder | $10,442 | $6,582+58.6% | $10,323+1.1% | $5,403+93.3% |