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 | $142,765 | $53,162+168.5% | $91,220+56.5% | $68,494+108.4% |
| Participation rate | 74.7% | 63.2%+11.5pp | 73.2%+1.5pp | 67.9%+6.8pp |
| Annual return | -15.72% | -3.14%-12.6pp | 114.01%-129.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,482 | $1,709-13.3% | $2,850-48.0% | $2,596-42.9% |
| Participant deferral / active EE | $4,537 | $2,974+52.6% | $4,234+7.2% | $4,027+12.7% |
| Admin fee / account holder | $3,199 | $4,493-28.8% | $5,420-41.0% | $5,403-40.8% |