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 | $212,567 | $73,867+187.8% | $143,757+47.9% | $68,494+210.3% |
| Participation rate | 98.2% | 66.7%+31.5pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -15.89% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,294 | $3,184+34.8% | $4,951-13.3% | $2,596+65.4% |
| Participant deferral / active EE | $6,046 | $3,384+78.6% | $5,637+7.3% | $4,027+50.1% |
| Admin fee / account holder | $1,903 | $5,755-66.9% | $14,673-87.0% | $5,403-64.8% |