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 | $184,803 | $54,350+240.0% | $82,719+123.4% | $68,494+169.8% |
| Participation rate | 73.5% | 63.9%+9.6pp | 72.6%+0.9pp | 67.9%+5.6pp |
| Annual return | -13.61% | -13.67%+0.1pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,041 | $2,218-53.1% | $3,009-65.4% | $2,596-59.9% |
| Participant deferral / active EE | $4,516 | $3,246+39.1% | $4,395+2.8% | $4,027+12.1% |
| Admin fee / account holder | $10,621 | $4,395+141.6% | $5,329+99.3% | $5,403+96.6% |