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 | $160,362 | $73,867+117.1% | $143,757+11.6% | $68,494+134.1% |
| Participation rate | 93.6% | 66.7%+27.0pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -14.34% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,355 | $3,184-26.0% | $4,951-52.4% | $2,596-9.3% |
| Participant deferral / active EE | $4,534 | $3,384+34.0% | $5,637-19.6% | $4,027+12.6% |
| Admin fee / account holder | $12,907 | $5,755+124.3% | $14,673-12.0% | $5,403+138.9% |