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 | $140,991 | $64,707+117.9% | $112,228+25.6% | $68,494+105.8% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -15.20% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $12,155 | $2,746+342.7% | $3,635+234.4% | $2,596+368.2% |
| Participant deferral / active EE | $6,523 | $3,565+83.0% | $4,728+38.0% | $4,027+62.0% |
| Admin fee / account holder | $4,140 | $5,232-20.9% | $6,410-35.4% | $5,403-23.4% |