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 | $219,799 | $95,862+129.3% | $79,550+176.3% | $134,475+63.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -10.85% | -2.69%-8.2pp | 0.16%-11.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,040 | $3,128-34.8% | $2,413-15.5% | $4,740-57.0% |
| Participant deferral / active EE | $9,365 | $4,693+99.6% | $3,985+135.0% | $6,400+46.3% |
| Admin fee / account holder | $2,644 | $9,126-71.0% | $6,832-61.3% | $11,426-76.9% |