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 | $171,948 | $82,286+109.0% | $68,791+150.0% | $134,475+27.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -20.11% | -2.19%-17.9pp | -6.38%-13.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,259 | $3,301-31.5% | $2,655-14.9% | $4,740-52.3% |
| Participant deferral / active EE | $4,519 | $4,739-4.6% | $3,941+14.7% | $6,400-29.4% |
| Admin fee / account holder | $1,667 | $6,481-74.3% | $4,932-66.2% | $11,426-85.4% |