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 | $154,380 | $73,867+109.0% | $143,757+7.4% | $68,494+125.4% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -13.71% | 1.01%-14.7pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,689 | $3,184-15.6% | $4,951-45.7% | $2,596+3.6% |
| Participant deferral / active EE | $4,512 | $3,384+33.3% | $5,637-20.0% | $4,027+12.0% |
| Admin fee / account holder | $18,115 | $5,755+214.8% | $14,673+23.5% | $5,403+235.3% |