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 | $244,903 | $82,286+197.6% | $68,791+256.0% | $134,475+82.1% |
| Participation rate | 95.7% | 75.1%+20.6pp | 69.0%+26.6pp | 81.2%+14.4pp |
| Annual return | -16.21% | -2.19%-14.0pp | -6.38%-9.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,922 | $3,301-11.5% | $2,655+10.0% | $4,740-38.4% |
| Participant deferral / active EE | $6,137 | $4,739+29.5% | $3,941+55.7% | $6,400-4.1% |
| Admin fee / account holder | $22,843 | $6,481+252.5% | $4,932+363.2% | $11,426+99.9% |