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 | $150,968 | $59,805+152.4% | $79,550+89.8% | $68,494+120.4% |
| Participation rate | 85.4% | 61.1%+24.3pp | 69.5%+15.9pp | 67.9%+17.5pp |
| Annual return | -8.03% | -12.30%+4.3pp | 0.16%-8.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $1,013 | $1,505-32.7% | $2,413-58.0% | $2,596-61.0% |
| Participant deferral / active EE | $7,152 | $3,024+136.5% | $3,985+79.5% | $4,027+77.6% |
| Admin fee / account holder | $12,741 | $4,835+163.5% | $6,832+86.5% | $5,403+135.8% |