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 | $155,781 | $73,867+110.9% | $143,757+8.4% | $68,494+127.4% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -9.31% | 1.01%-10.3pp | -0.04%-9.3pp | -7.84%-1.5pp |
| Employer contribution / active EE | $6,391 | $3,184+100.7% | $4,951+29.1% | $2,596+146.1% |
| Participant deferral / active EE | $4,584 | $3,384+35.4% | $5,637-18.7% | $4,027+13.8% |
| Admin fee / account holder | $3,212 | $5,755-44.2% | $14,673-78.1% | $5,403-40.6% |