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 | $177,092 | $73,867+139.7% | $143,757+23.2% | $68,494+158.5% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -14.23% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,848 | $3,184+146.5% | $4,951+58.5% | $2,596+202.3% |
| Participant deferral / active EE | $4,919 | $3,384+45.3% | $5,637-12.7% | $4,027+22.1% |
| Admin fee / account holder | $3,779 | $5,755-34.3% | $14,673-74.2% | $5,403-30.1% |