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 5-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 | $144,064 | $59,805+140.9% | $79,550+81.1% | $68,494+110.3% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -17.96% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,253 | $1,505+49.7% | $2,413-6.6% | $2,596-13.2% |
| Participant deferral / active EE | $6,459 | $3,024+113.6% | $3,985+62.1% | $4,027+60.4% |
| Admin fee / account holder | $7,708 | $4,835+59.4% | $6,832+12.8% | $5,403+42.7% |