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 | $180,777 | $59,107+205.8% | $86,436+109.1% | $68,494+163.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.87% | -0.23%-14.6pp | 4394.89%-4409.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,602 | $2,519+3.3% | $3,769-30.9% | $2,596+0.2% |
| Participant deferral / active EE | $5,297 | $5,901-10.2% | $6,952-23.8% | $4,027+31.5% |
| Admin fee / account holder | $5,499 | $5,637-2.4% | $6,731-18.3% | $5,403+1.8% |