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 | $160,223 | $73,867+116.9% | $143,757+11.5% | $68,494+133.9% |
| Participation rate | 88.5% | 66.7%+21.9pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -15.51% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,753 | $3,184+112.1% | $4,951+36.4% | $2,596+160.1% |
| Participant deferral / active EE | $6,364 | $3,384+88.0% | $5,637+12.9% | $4,027+58.0% |
| Admin fee / account holder | $24,828 | $5,755+331.4% | $14,673+69.2% | $5,403+359.5% |