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 | $168,151 | $81,900+105.3% | $119,609+40.6% | $68,494+145.5% |
| Participation rate | 98.2% | 71.9%+26.3pp | 79.3%+19.0pp | 67.9%+30.3pp |
| Annual return | 7.13% | -23.82%+30.9pp | -14.97%+22.1pp | -7.84%+15.0pp |
| Employer contribution / active EE | $10,419 | $2,693+286.9% | $4,232+146.2% | $2,596+301.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,709 | $6,582+32.3% | $10,323-15.6% | $5,403+61.2% |