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 | $90,457 | $42,894+110.9% | $60,874+48.6% | $68,494+32.1% |
| Participation rate | 94.3% | 66.8%+27.5pp | 73.1%+21.2pp | 67.9%+26.4pp |
| Annual return | -15.89% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $9,386 | $1,978+374.5% | $2,701+247.4% | $2,596+261.5% |
| Participant deferral / active EE | $4,577 | $2,867+59.6% | $3,817+19.9% | $4,027+13.6% |
| Admin fee / account holder | $10,190 | $3,101+228.6% | $3,224+216.0% | $5,403+88.6% |