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 9-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 | $126,641 | $54,350+133.0% | $82,719+53.1% | $68,494+84.9% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.6pp | 67.9%+17.3pp |
| Annual return | -19.49% | -13.67%-5.8pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,481 | $2,218-33.2% | $3,009-50.8% | $2,596-43.0% |
| Participant deferral / active EE | $8,657 | $3,246+166.7% | $4,395+97.0% | $4,027+115.0% |
| Admin fee / account holder | $4,893 | $4,395+11.3% | $5,329-8.2% | $5,403-9.4% |