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 | $174,566 | $81,900+113.1% | $119,609+45.9% | $68,494+154.9% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -17.55% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,650 | $2,693-38.7% | $4,232-61.0% | $2,596-36.4% |
| Participant deferral / active EE | $4,940 | $4,148+19.1% | $5,602-11.8% | $4,027+22.7% |
| Admin fee / account holder | $630 | $6,582-90.4% | $10,323-93.9% | $5,403-88.3% |