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 | $216,541 | $167,307+29.4% | $143,757+50.6% | $134,475+61.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -9.62% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $7,903 | $5,619+40.6% | $4,951+59.6% | $4,740+66.7% |
| Participant deferral / active EE | $7,694 | $6,446+19.4% | $5,637+36.5% | $6,400+20.2% |
| Admin fee / account holder | $1,838 | $18,088-89.8% | $14,673-87.5% | $11,426-83.9% |