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 | $156,875 | $56,357+178.4% | $104,294+50.4% | $68,494+129.0% |
| Participation rate | 80.0% | 63.3%+16.7pp | 73.3%+6.7pp | 67.9%+12.1pp |
| Annual return | -14.30% | -9.19%-5.1pp | 24.61%-38.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,457 | $1,960+76.4% | $3,372+2.5% | $2,596+33.2% |
| Participant deferral / active EE | $6,268 | $3,077+103.7% | $4,625+35.5% | $4,027+55.7% |
| Admin fee / account holder | $3,679 | $4,903-25.0% | $7,339-49.9% | $5,403-31.9% |