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 | $193,552 | $110,094+75.8% | $151,611+27.7% | $68,494+182.6% |
| Participation rate | 74.2% | 84.0%-9.7pp | 87.5%-13.3pp | 67.9%+6.4pp |
| Annual return | -16.33% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,251 | $4,471+39.8% | $6,166+1.4% | $2,596+140.8% |
| Participant deferral / active EE | $12,627 | $6,527+93.4% | $8,363+51.0% | $4,027+213.5% |
| Admin fee / account holder | $14,091 | $7,719+82.6% | $11,616+21.3% | $5,403+160.8% |