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 | $201,377 | $53,162+278.8% | $91,220+120.8% | $68,494+194.0% |
| Participation rate | 92.3% | 63.2%+29.1pp | 73.2%+19.1pp | 67.9%+24.4pp |
| Annual return | -18.11% | -3.14%-15.0pp | 114.01%-132.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $767 | $1,709-55.1% | $2,850-73.1% | $2,596-70.5% |
| Participant deferral / active EE | $6,601 | $2,974+122.0% | $4,234+55.9% | $4,027+63.9% |
| Admin fee / account holder | $17,847 | $4,493+297.2% | $5,420+229.3% | $5,403+230.3% |