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 | $232,619 | $73,867+214.9% | $143,757+61.8% | $68,494+239.6% |
| Participation rate | 89.2% | 66.7%+22.5pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -18.28% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,257 | $3,184+33.7% | $4,951-14.0% | $2,596+64.0% |
| Participant deferral / active EE | $14,314 | $3,384+322.9% | $5,637+153.9% | $4,027+255.4% |
| Admin fee / account holder | $30,721 | $5,755+433.8% | $14,673+109.4% | $5,403+468.6% |