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 | $153,278 | $73,004+110.0% | $90,749+68.9% | $68,494+123.8% |
| Participation rate | 76.6% | 70.8%+5.8pp | 75.7%+0.9pp | 67.9%+8.7pp |
| Annual return | -13.41% | -13.81%+0.4pp | -12.16%-1.2pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,590 | $2,193+63.7% | $2,921+22.9% | $2,596+38.3% |
| Participant deferral / active EE | $4,515 | $3,627+24.5% | $4,564-1.1% | $4,027+12.1% |
| Admin fee / account holder | $12,709 | $5,896+115.6% | $8,445+50.5% | $5,403+135.2% |