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 | $165,310 | $73,867+123.8% | $143,757+15.0% | $68,494+141.3% |
| Participation rate | 89.2% | 66.7%+22.5pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -16.45% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,368 | $3,184+68.6% | $4,951+8.4% | $2,596+106.8% |
| Participant deferral / active EE | $10,880 | $3,384+221.5% | $5,637+93.0% | $4,027+170.2% |
| Admin fee / account holder | $1,490 | $5,755-74.1% | $14,673-89.8% | $5,403-72.4% |