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 | $161,633 | $42,383+281.4% | $76,523+111.2% | $64,186+151.8% |
| Participation rate | 89.3% | 58.1%+31.1pp | 68.0%+21.3pp | 69.6%+19.7pp |
| Annual return | -7.81% | -16.54%+8.7pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $5,090 | $1,563+225.6% | $2,647+92.3% | $2,381+113.8% |
| Participant deferral / active EE | $9,665 | $2,566+276.6% | $3,835+152.0% | $3,470+178.6% |
| Admin fee / account holder | $7,953 | $3,198+148.7% | $4,848+64.0% | $4,888+62.7% |