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 | $153,170 | $73,867+107.4% | $143,757+6.5% | $68,494+123.6% |
| Participation rate | 97.5% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -13.32% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $8,924 | $3,184+180.3% | $4,951+80.3% | $2,596+243.7% |
| Participant deferral / active EE | $6,183 | $3,384+82.7% | $5,637+9.7% | $4,027+53.5% |
| Admin fee / account holder | $33,191 | $5,755+476.8% | $14,673+126.2% | $5,403+514.3% |