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 | $189,610 | $73,867+156.7% | $143,757+31.9% | $68,494+176.8% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -15.85% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $14,179 | $3,184+345.3% | $4,951+186.4% | $2,596+446.1% |
| Participant deferral / active EE | $12,411 | $3,384+266.7% | $5,637+120.2% | $4,027+208.2% |
| Admin fee / account holder | $153,629 | $5,755+2569.7% | $14,673+947.0% | $5,403+2743.5% |