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 | $201,776 | $81,900+146.4% | $119,609+68.7% | $68,494+194.6% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -12.18% | -23.82%+11.6pp | -14.97%+2.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,028 | $2,693-61.8% | $4,232-75.7% | $2,596-60.4% |
| Participant deferral / active EE | $10,644 | $4,148+156.6% | $5,602+90.0% | $4,027+164.3% |
| Admin fee / account holder | $170,329 | $6,582+2487.9% | $10,323+1549.9% | $5,403+3052.6% |