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 | $215,436 | $71,883+199.7% | $86,677+148.6% | $68,494+214.5% |
| Participation rate | 75.7% | 72.2%+3.4pp | 76.6%-0.9pp | 67.9%+7.8pp |
| Annual return | -17.74% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $849 | $2,173-60.9% | $2,836-70.1% | $2,596-67.3% |
| Participant deferral / active EE | $3,078 | $3,779-18.6% | $4,656-33.9% | $4,027-23.6% |
| Admin fee / account holder | $15,278 | $6,112+150.0% | $7,493+103.9% | $5,403+182.8% |