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 | $249,574 | $73,867+237.9% | $143,757+73.6% | $68,494+264.4% |
| Participation rate | 92.2% | 66.7%+25.5pp | 80.3%+11.8pp | 67.9%+24.3pp |
| Annual return | -10.78% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $9,367 | $3,184+194.2% | $4,951+89.2% | $2,596+260.8% |
| Participant deferral / active EE | $6,236 | $3,384+84.3% | $5,637+10.6% | $4,027+54.8% |
| Admin fee / account holder | $56,545 | $5,755+882.6% | $14,673+285.4% | $5,403+946.6% |