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 | $162,202 | $81,900+98.0% | $119,609+35.6% | $68,494+136.8% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -17.96% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $998 | $2,693-63.0% | $4,232-76.4% | $2,596-61.6% |
| Participant deferral / active EE | $6,524 | $4,148+57.3% | $5,602+16.5% | $4,027+62.0% |
| Admin fee / account holder | $14,341 | $6,582+117.9% | $10,323+38.9% | $5,403+165.4% |