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 | $176,561 | $73,867+139.0% | $143,757+22.8% | $68,494+157.8% |
| Participation rate | 91.4% | 66.7%+24.7pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -16.78% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $8,370 | $3,184+162.9% | $4,951+69.1% | $2,596+222.4% |
| Participant deferral / active EE | $4,881 | $3,384+44.2% | $5,637-13.4% | $4,027+21.2% |
| Admin fee / account holder | $4,588 | $5,755-20.3% | $14,673-68.7% | $5,403-15.1% |