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 | $158,912 | $73,867+115.1% | $143,757+10.5% | $68,494+132.0% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -13.08% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $6,428 | $3,184+101.9% | $4,951+29.8% | $2,596+147.6% |
| Participant deferral / active EE | $5,350 | $3,384+58.1% | $5,637-5.1% | $4,027+32.8% |
| Admin fee / account holder | $7,932 | $5,755+37.8% | $14,673-45.9% | $5,403+46.8% |