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 | $207,938 | $48,265+330.8% | $68,791+202.3% | $68,494+203.6% |
| Participation rate | 89.2% | 60.7%+28.5pp | 69.0%+20.2pp | 67.9%+21.3pp |
| Annual return | -15.27% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,452 | $1,829+88.8% | $2,655+30.0% | $2,596+33.0% |
| Participant deferral / active EE | $7,132 | $2,867+148.8% | $3,941+81.0% | $4,027+77.1% |
| Admin fee / account holder | $59,765 | $4,355+1272.2% | $4,932+1111.8% | $5,403+1006.2% |