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 | $153,808 | $73,004+110.7% | $90,749+69.5% | $68,494+124.6% |
| Participation rate | 88.7% | 70.8%+17.9pp | 75.7%+13.0pp | 67.9%+20.8pp |
| Annual return | -11.40% | -13.81%+2.4pp | -12.16%+0.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $4,830 | $2,193+120.3% | $2,921+65.4% | $2,596+86.0% |
| Participant deferral / active EE | $10,078 | $3,627+177.9% | $4,564+120.8% | $4,027+150.2% |
| Admin fee / account holder | $46,906 | $5,896+695.6% | $8,445+455.5% | $5,403+768.2% |