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 | $150,742 | $73,867+104.1% | $143,757+4.9% | $68,494+120.1% |
| Participation rate | 95.5% | 66.7%+28.8pp | 80.3%+15.1pp | 67.9%+27.6pp |
| Annual return | -16.46% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $7,740 | $3,184+143.1% | $4,951+56.3% | $2,596+198.1% |
| Participant deferral / active EE | $14,773 | $3,384+336.5% | $5,637+162.1% | $4,027+266.8% |
| Admin fee / account holder | $9,223 | $5,755+60.3% | $14,673-37.1% | $5,403+70.7% |