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 | $190,864 | $82,664+130.9% | $125,339+52.3% | $68,494+178.7% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -10.93% | -5.97%-5.0pp | 572.05%-583.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,812 | $3,381+12.7% | $4,814-20.8% | $2,596+46.8% |
| Participant deferral / active EE | $8,874 | $6,110+45.2% | $7,446+19.2% | $4,027+120.4% |
| Admin fee / account holder | $9,189 | $6,275+46.4% | $10,010-8.2% | $5,403+70.1% |