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 | $168,138 | $73,867+127.6% | $143,757+17.0% | $68,494+145.5% |
| Participation rate | 98.2% | 66.7%+31.5pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -14.88% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $8,646 | $3,184+171.5% | $4,951+74.6% | $2,596+233.0% |
| Participant deferral / active EE | $5,683 | $3,384+67.9% | $5,637+0.8% | $4,027+41.1% |
| Admin fee / account holder | $1,187 | $5,755-79.4% | $14,673-91.9% | $5,403-78.0% |