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 | $138,579 | $73,004+89.8% | $90,749+52.7% | $68,494+102.3% |
| Participation rate | 95.9% | 70.8%+25.1pp | 75.7%+20.3pp | 67.9%+28.1pp |
| Annual return | -15.07% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,839 | $2,193+120.7% | $2,921+65.7% | $2,596+86.4% |
| Participant deferral / active EE | $7,916 | $3,627+118.3% | $4,564+73.4% | $4,027+96.6% |
| Admin fee / account holder | $30,227 | $5,896+412.7% | $8,445+257.9% | $5,403+459.5% |