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 | $230,500 | $167,307+37.8% | $143,757+60.3% | $134,475+71.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.17% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $10,066 | $5,619+79.1% | $4,951+103.3% | $4,740+112.4% |
| Participant deferral / active EE | $13,257 | $6,446+105.7% | $5,637+135.2% | $6,400+107.2% |
| Admin fee / account holder | $8,062 | $18,088-55.4% | $14,673-45.1% | $11,426-29.4% |