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 | $245,504 | $54,229+352.7% | $70,092+250.3% | $68,494+258.4% |
| Participation rate | 75.0% | 64.5%+10.5pp | 70.5%+4.5pp | 67.9%+7.1pp |
| Annual return | -16.24% | -13.87%-2.4pp | 190.73%-207.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,288 | $2,018+162.0% | $2,559+106.7% | $2,596+103.7% |
| Participant deferral / active EE | $3,181 | $2,956+7.6% | $3,849-17.4% | $4,027-21.0% |
| Admin fee / account holder | $2,850 | $4,694-39.3% | $6,267-54.5% | $5,403-47.3% |