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 | $201,357 | $81,900+145.9% | $119,609+68.3% | $68,494+194.0% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -17.12% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $12,790 | $2,693+374.9% | $4,232+202.2% | $2,596+392.6% |
| Participant deferral / active EE | $5,363 | $4,148+29.3% | $5,602-4.3% | $4,027+33.2% |
| Admin fee / account holder | $5,745 | $6,582-12.7% | $10,323-44.3% | $5,403+6.3% |