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 | $163,202 | $53,162+207.0% | $91,220+78.9% | $68,494+138.3% |
| Participation rate | 72.7% | 63.2%+9.5pp | 73.2%-0.5pp | 67.9%+4.8pp |
| Annual return | -12.57% | -3.14%-9.4pp | 114.01%-126.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,696 | $1,709+116.2% | $2,850+29.7% | $2,596+42.3% |
| Participant deferral / active EE | $8,957 | $2,974+201.2% | $4,234+111.6% | $4,027+122.4% |
| Admin fee / account holder | $837 | $4,493-81.4% | $5,420-84.6% | $5,403-84.5% |