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 | $208,580 | $45,863+354.8% | $77,024+170.8% | $68,494+204.5% |
| Participation rate | 96.2% | 55.9%+40.2pp | 67.9%+28.2pp | 67.9%+28.3pp |
| Annual return | -12.12% | 1.72%-13.8pp | 42.32%-54.4pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,465 | $1,650+49.4% | $2,812-12.4% | $2,596-5.1% |
| Participant deferral / active EE | $11,448 | $2,962+286.5% | $4,426+158.6% | $4,027+184.3% |
| Admin fee / account holder | $63,561 | $3,041+1990.4% | $5,425+1071.6% | $5,403+1076.5% |