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 | $161,960 | $53,162+204.7% | $91,220+77.5% | $68,494+136.5% |
| Participation rate | 92.9% | 63.2%+29.6pp | 73.2%+19.7pp | 67.9%+25.0pp |
| Annual return | -11.85% | -3.14%-8.7pp | 114.01%-125.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,904 | $1,709+11.4% | $2,850-33.2% | $2,596-26.7% |
| Participant deferral / active EE | $4,387 | $2,974+47.5% | $4,234+3.6% | $4,027+8.9% |
| Admin fee / account holder | $2,743 | $4,493-38.9% | $5,420-49.4% | $5,403-49.2% |