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 | $172,660 | $59,107+192.1% | $86,436+99.8% | $68,494+152.1% |
| Participation rate | 95.1% | 75.2%+19.9pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -13.12% | -0.23%-12.9pp | 4394.89%-4408.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $7,206 | $2,519+186.1% | $3,769+91.2% | $2,596+177.6% |
| Participant deferral / active EE | $4,640 | $5,901-21.4% | $6,952-33.2% | $4,027+15.2% |
| Admin fee / account holder | $31,726 | $5,637+462.8% | $6,731+371.3% | $5,403+487.2% |