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 | $190,209 | $54,350+250.0% | $82,719+129.9% | $68,494+177.7% |
| Participation rate | 73.4% | 63.9%+9.5pp | 72.6%+0.9pp | 67.9%+5.5pp |
| Annual return | -15.80% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,558 | $2,218-29.8% | $3,009-48.2% | $2,596-40.0% |
| Participant deferral / active EE | $5,442 | $3,246+67.6% | $4,395+23.8% | $4,027+35.1% |
| Admin fee / account holder | $7,916 | $4,395+80.1% | $5,329+48.6% | $5,403+46.5% |