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 | $166,277 | $64,707+157.0% | $112,228+48.2% | $68,494+142.8% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,284 | $2,746-16.8% | $3,635-37.2% | $2,596-12.0% |
| Participant deferral / active EE | $3,999 | $3,565+12.2% | $4,728-15.4% | $4,027-0.7% |
| Admin fee / account holder | $11,998 | $5,232+129.3% | $6,410+87.2% | $5,403+122.1% |