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 | $135,594 | $42,396+219.8% | $67,313+101.4% | $56,287+140.9% |
| Participation rate | 90.1% | 61.0%+29.1pp | 69.1%+21.0pp | 69.9%+20.2pp |
| Annual return | -4.00% | -36.63%+32.6pp | -4.08%+0.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $4,828 | $1,414+241.6% | $2,566+88.2% | $2,111+128.7% |
| Participant deferral / active EE | $5,923 | $2,360+151.0% | $3,568+66.0% | $3,350+76.8% |
| Admin fee / account holder | $13,945 | $510+2636.5% | $4,507+209.4% | $521+2577.0% |