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 | $158,186 | $73,867+114.2% | $143,757+10.0% | $68,494+130.9% |
| Participation rate | 81.0% | 66.7%+14.3pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -17.22% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,786 | $3,184-43.9% | $4,951-63.9% | $2,596-31.2% |
| Participant deferral / active EE | $4,722 | $3,384+39.5% | $5,637-16.2% | $4,027+17.3% |
| Admin fee / account holder | $1,368 | $5,755-76.2% | $14,673-90.7% | $5,403-74.7% |