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 | $134,281 | $46,674+187.7% | $117,472+14.3% | $68,494+96.0% |
| Participation rate | 92.0% | 56.8%+35.2pp | 70.6%+21.4pp | 67.9%+24.1pp |
| Annual return | -18.49% | -14.52%-4.0pp | 29.74%-48.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,612 | $1,505+73.6% | $4,176-37.4% | $2,596+0.6% |
| Participant deferral / active EE | $4,984 | $2,636+89.1% | $4,070+22.5% | $4,027+23.8% |
| Admin fee / account holder | $1,714 | $4,020-57.4% | $5,645-69.6% | $5,403-68.3% |