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 | $231,541 | $142,344+62.7% | $119,609+93.6% | $134,475+72.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -8.69% | -12.44%+3.8pp | -14.97%+6.3pp | 417.96%-426.7pp |
| Employer contribution / active EE | $21,524 | $5,222+312.2% | $4,232+408.6% | $4,740+354.1% |
| Participant deferral / active EE | $14,416 | $6,469+122.8% | $5,602+157.3% | $6,400+125.3% |
| Admin fee / account holder | $5,405 | $13,584-60.2% | $10,323-47.6% | $11,426-52.7% |