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 | $200,601 | $73,004+174.8% | $90,749+121.0% | $68,494+192.9% |
| Participation rate | 89.7% | 70.8%+18.8pp | 75.7%+14.0pp | 67.9%+21.8pp |
| Annual return | -15.20% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $7,505 | $2,193+242.2% | $2,921+156.9% | $2,596+189.1% |
| Participant deferral / active EE | $11,135 | $3,627+207.0% | $4,564+144.0% | $4,027+176.5% |
| Admin fee / account holder | $5,024 | $5,896-14.8% | $8,445-40.5% | $5,403-7.0% |