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 | $245,052 | $54,229+351.9% | $70,092+249.6% | $68,494+257.8% |
| Participation rate | 85.1% | 64.5%+20.6pp | 70.5%+14.6pp | 67.9%+17.2pp |
| Annual return | -15.13% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $18,310 | $2,018+807.3% | $2,559+615.6% | $2,596+605.2% |
| Participant deferral / active EE | $2,295 | $2,956-22.3% | $3,849-40.4% | $4,027-43.0% |
| Admin fee / account holder | $17,449 | $4,694+271.7% | $6,267+178.4% | $5,403+223.0% |