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 | $248,267 | $59,805+315.1% | $79,550+212.1% | $68,494+262.5% |
| Participation rate | 83.6% | 61.1%+22.6pp | 69.5%+14.2pp | 67.9%+15.7pp |
| Annual return | -15.77% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,925 | $1,505+27.9% | $2,413-20.2% | $2,596-25.9% |
| Participant deferral / active EE | $5,186 | $3,024+71.5% | $3,985+30.1% | $4,027+28.8% |
| Admin fee / account holder | $2,232 | $4,835-53.8% | $6,832-67.3% | $5,403-58.7% |