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 | $219,546 | $48,265+354.9% | $68,791+219.1% | $68,494+220.5% |
| Participation rate | 98.9% | 60.7%+38.3pp | 69.0%+29.9pp | 67.9%+31.0pp |
| Annual return | 4.79% | -12.71%+17.5pp | -6.38%+11.2pp | -7.84%+12.6pp |
| Employer contribution / active EE | $1,415 | $1,829-22.6% | $2,655-46.7% | $2,596-45.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $22,201 | $4,355+409.7% | $4,932+350.2% | $5,403+310.9% |