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 | $154,152 | $59,107+160.8% | $86,436+78.3% | $68,494+125.1% |
| Participation rate | 93.6% | 75.2%+18.3pp | 80.3%+13.3pp | 67.9%+25.7pp |
| Annual return | -16.22% | -0.23%-16.0pp | 4394.89%-4411.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,011 | $2,519-20.2% | $3,769-46.6% | $2,596-22.6% |
| Participant deferral / active EE | $6,375 | $5,901+8.0% | $6,952-8.3% | $4,027+58.3% |
| Admin fee / account holder | $9,794 | $5,637+73.8% | $6,731+45.5% | $5,403+81.3% |