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 | $174,931 | $53,162+229.1% | $91,220+91.8% | $68,494+155.4% |
| Participation rate | 85.4% | 63.2%+22.2pp | 73.2%+12.2pp | 67.9%+17.5pp |
| Annual return | -13.52% | -3.14%-10.4pp | 114.01%-127.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,801 | $1,709+5.4% | $2,850-36.8% | $2,596-30.6% |
| Participant deferral / active EE | $5,325 | $2,974+79.1% | $4,234+25.8% | $4,027+32.2% |
| Admin fee / account holder | $11,606 | $4,493+158.3% | $5,420+114.2% | $5,403+114.8% |