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 | $241,133 | $95,862+151.5% | $79,550+203.1% | $134,475+79.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -14.29% | -2.69%-11.6pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,249 | $3,128-28.1% | $2,413-6.8% | $4,740-52.5% |
| Participant deferral / active EE | $3,903 | $4,693-16.8% | $3,985-2.1% | $6,400-39.0% |
| Admin fee / account holder | $2,397 | $9,126-73.7% | $6,832-64.9% | $11,426-79.0% |