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 | $184,290 | $73,867+149.5% | $143,757+28.2% | $68,494+169.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -15.56% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $18,571 | $3,184+483.2% | $4,951+275.1% | $2,596+615.3% |
| Participant deferral / active EE | $17,042 | $3,384+403.5% | $5,637+202.3% | $4,027+323.2% |
| Admin fee / account holder | $1,119 | $5,755-80.6% | $14,673-92.4% | $5,403-79.3% |