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 | $155,794 | $71,883+116.7% | $86,677+79.7% | $68,494+127.5% |
| Participation rate | 76.8% | 72.2%+4.6pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -14.66% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,226 | $2,173-43.6% | $2,836-56.8% | $2,596-52.8% |
| Participant deferral / active EE | $6,646 | $3,779+75.9% | $4,656+42.8% | $4,027+65.0% |
| Admin fee / account holder | $8,484 | $6,112+38.8% | $7,493+13.2% | $5,403+57.0% |