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 | $149,237 | $53,162+180.7% | $91,220+63.6% | $68,494+117.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.33% | -3.14%-13.2pp | 114.01%-130.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,363 | $1,709+38.3% | $2,850-17.1% | $2,596-9.0% |
| Participant deferral / active EE | $5,484 | $2,974+84.4% | $4,234+29.5% | $4,027+36.2% |
| Admin fee / account holder | $9,308 | $4,493+107.1% | $5,420+71.7% | $5,403+72.3% |