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 | $191,653 | $46,674+310.6% | $117,472+63.1% | $68,494+179.8% |
| Participation rate | 90.0% | 56.8%+33.2pp | 70.6%+19.4pp | 67.9%+22.1pp |
| Annual return | -17.45% | -14.52%-2.9pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,266 | $1,505+117.1% | $4,176-21.8% | $2,596+25.8% |
| Participant deferral / active EE | $9,382 | $2,636+255.9% | $4,070+130.5% | $4,027+133.0% |
| Admin fee / account holder | $14,708 | $4,020+265.9% | $5,645+160.6% | $5,403+172.2% |