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 | $202,577 | $64,707+213.1% | $112,228+80.5% | $68,494+195.8% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.1%+7.4pp | 67.9%+14.6pp |
| Annual return | -17.58% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $929 | $2,746-66.2% | $3,635-74.4% | $2,596-64.2% |
| Participant deferral / active EE | $9,958 | $3,565+179.3% | $4,728+110.6% | $4,027+147.3% |
| Admin fee / account holder | $20,306 | $5,232+288.1% | $6,410+216.8% | $5,403+275.8% |