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 | $145,342 | $59,107+145.9% | $86,436+68.2% | $68,494+112.2% |
| Participation rate | 97.8% | 75.2%+22.5pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -12.84% | -0.23%-12.6pp | 4394.89%-4407.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,175 | $2,519-13.7% | $3,769-42.3% | $2,596-16.2% |
| Participant deferral / active EE | $8,671 | $5,901+46.9% | $6,952+24.7% | $4,027+115.3% |
| Admin fee / account holder | $31,883 | $5,637+465.6% | $6,731+373.7% | $5,403+490.1% |