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 | $228,728 | $59,805+282.5% | $79,550+187.5% | $68,494+233.9% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -15.20% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,713 | $1,505+80.3% | $2,413+12.4% | $2,596+4.5% |
| Participant deferral / active EE | $6,131 | $3,024+102.7% | $3,985+53.8% | $4,027+52.2% |
| Admin fee / account holder | $39,005 | $4,835+706.8% | $6,832+470.9% | $5,403+622.0% |