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 | $210,847 | $48,265+336.9% | $68,791+206.5% | $68,494+207.8% |
| Participation rate | 95.0% | 60.7%+34.3pp | 69.0%+26.0pp | 67.9%+27.1pp |
| Annual return | 4.31% | -12.71%+17.0pp | -6.38%+10.7pp | -7.84%+12.2pp |
| Employer contribution / active EE | $12,713 | $1,829+595.2% | $2,655+378.8% | $2,596+389.6% |
| Participant deferral / active EE | $6,988 | $2,867+143.8% | $3,941+77.3% | $4,027+73.5% |
| Admin fee / account holder | $4,850 | $4,355+11.3% | $4,932-1.7% | $5,403-10.2% |