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 | $181,824 | $81,900+122.0% | $119,609+52.0% | $68,494+165.5% |
| Participation rate | 92.5% | 71.9%+20.6pp | 79.3%+13.2pp | 67.9%+24.6pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,101 | $2,693+89.4% | $4,232+20.5% | $2,596+96.5% |
| Participant deferral / active EE | $6,472 | $4,148+56.1% | $5,602+15.5% | $4,027+60.7% |
| Admin fee / account holder | $11,643 | $6,582+76.9% | $10,323+12.8% | $5,403+115.5% |