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 | $225,964 | $73,867+205.9% | $143,757+57.2% | $68,494+229.9% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -10.64% | 1.01%-11.6pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $8,960 | $3,184+181.4% | $4,951+81.0% | $2,596+245.1% |
| Participant deferral / active EE | $7,384 | $3,384+118.2% | $5,637+31.0% | $4,027+83.3% |
| Admin fee / account holder | $24,683 | $5,755+328.9% | $14,673+68.2% | $5,403+356.9% |