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 | $215,359 | $82,664+160.5% | $125,339+71.8% | $68,494+214.4% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,405 | $3,381-58.4% | $4,814-70.8% | $2,596-45.9% |
| Participant deferral / active EE | $12,919 | $6,110+111.4% | $7,446+73.5% | $4,027+220.8% |
| Admin fee / account holder | $2,234 | $6,275-64.4% | $10,010-77.7% | $5,403-58.7% |