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 | $157,441 | $73,004+115.7% | $90,749+73.5% | $68,494+129.9% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -15.80% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,329 | $2,193+51.8% | $2,921+14.0% | $2,596+28.2% |
| Participant deferral / active EE | $6,440 | $3,627+77.6% | $4,564+41.1% | $4,027+59.9% |
| Admin fee / account holder | $2,330 | $5,896-60.5% | $8,445-72.4% | $5,403-56.9% |