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 | $209,796 | $73,004+187.4% | $90,749+131.2% | $68,494+206.3% |
| Participation rate | 92.5% | 70.8%+21.7pp | 75.7%+16.8pp | 67.9%+24.6pp |
| Annual return | -14.96% | -13.81%-1.2pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $664 | $2,193-69.7% | $2,921-77.3% | $2,596-74.4% |
| Participant deferral / active EE | $3,521 | $3,627-2.9% | $4,564-22.9% | $4,027-12.6% |
| Admin fee / account holder | $14,199 | $5,896+140.8% | $8,445+68.1% | $5,403+162.8% |