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 | $173,163 | $59,107+193.0% | $86,436+100.3% | $68,494+152.8% |
| Participation rate | 81.3% | 75.2%+6.0pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -16.90% | -0.23%-16.7pp | 4394.89%-4411.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,921 | $2,519+16.0% | $3,769-22.5% | $2,596+12.5% |
| Participant deferral / active EE | $7,558 | $5,901+28.1% | $6,952+8.7% | $4,027+87.7% |
| Admin fee / account holder | $3,684 | $5,637-34.6% | $6,731-45.3% | $5,403-31.8% |