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 4-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 | $233,835 | $110,094+112.4% | $151,611+54.2% | $68,494+241.4% |
| Participation rate | 92.1% | 84.0%+8.1pp | 87.5%+4.6pp | 67.9%+24.2pp |
| Annual return | -18.43% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,815 | $4,471+30.1% | $6,166-5.7% | $2,596+124.0% |
| Participant deferral / active EE | $16,656 | $6,527+155.2% | $8,363+99.2% | $4,027+313.6% |
| Admin fee / account holder | $30,034 | $7,719+289.1% | $11,616+158.6% | $5,403+455.9% |