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 | $131,170 | $59,107+121.9% | $86,436+51.8% | $68,494+91.5% |
| Participation rate | 92.0% | 75.2%+16.8pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -14.19% | -0.23%-14.0pp | 4394.89%-4409.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,570 | $2,519+2.0% | $3,769-31.8% | $2,596-1.0% |
| Participant deferral / active EE | $4,329 | $5,901-26.6% | $6,952-37.7% | $4,027+7.5% |
| Admin fee / account holder | $9,656 | $5,637+71.3% | $6,731+43.4% | $5,403+78.7% |