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 | $217,641 | $59,805+263.9% | $79,550+173.6% | $68,494+217.8% |
| Participation rate | 81.0% | 61.1%+19.9pp | 69.5%+11.5pp | 67.9%+13.1pp |
| Annual return | -18.59% | -12.30%-6.3pp | 0.16%-18.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,776 | $1,505+150.9% | $2,413+56.5% | $2,596+45.4% |
| Participant deferral / active EE | $8,402 | $3,024+177.8% | $3,985+110.8% | $4,027+108.6% |
| Admin fee / account holder | $7,972 | $4,835+64.9% | $6,832+16.7% | $5,403+47.6% |