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 | $202,735 | $49,177+312.3% | $79,464+155.1% | $64,186+215.9% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -2.61% | -1.16%-1.4pp | 718.14%-720.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $13,395 | $2,076+545.1% | $2,800+378.3% | $2,381+462.6% |
| Participant deferral / active EE | $4,706 | $2,821+66.8% | $3,704+27.1% | $3,470+35.6% |
| Admin fee / account holder | $2,539 | $3,839-33.9% | $5,113-50.3% | $4,888-48.1% |