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 | $248,500 | $167,307+48.5% | $143,757+72.9% | $134,475+84.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -12.75% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,875 | $5,619-31.0% | $4,951-21.7% | $4,740-18.2% |
| Participant deferral / active EE | $7,808 | $6,446+21.1% | $5,637+38.5% | $6,400+22.0% |
| Admin fee / account holder | $173,099 | $18,088+857.0% | $14,673+1079.7% | $11,426+1415.0% |