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 | $159,677 | $42,894+272.3% | $60,874+162.3% | $68,494+133.1% |
| Participation rate | 96.2% | 66.8%+29.4pp | 73.1%+23.0pp | 67.9%+28.3pp |
| Annual return | -16.24% | -13.98%-2.3pp | 16.90%-33.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,939 | $1,978+200.2% | $2,701+119.8% | $2,596+128.7% |
| Participant deferral / active EE | $8,637 | $2,867+201.3% | $3,817+126.3% | $4,027+114.5% |
| Admin fee / account holder | $27,553 | $3,101+788.6% | $3,224+754.6% | $5,403+410.0% |