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 | $162,792 | $82,664+96.9% | $125,339+29.9% | $68,494+137.7% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -8.00% | -5.97%-2.0pp | 572.05%-580.0pp | -7.84%-0.2pp |
| Employer contribution / active EE | $3,914 | $3,381+15.8% | $4,814-18.7% | $2,596+50.8% |
| Participant deferral / active EE | $6,598 | $6,110+8.0% | $7,446-11.4% | $4,027+63.8% |
| Admin fee / account holder | $22,430 | $6,275+257.4% | $10,010+124.1% | $5,403+315.2% |