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 | $219,668 | $97,044+126.4% | $83,333+163.6% | $135,375+62.3% |
| Participation rate | 95.0% | 80.4%+14.6pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -4.83% | 12.31%-17.1pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $965 | $4,143-76.7% | $3,379-71.5% | $4,779-79.8% |
| Participant deferral / active EE | $12,009 | $5,964+101.3% | $5,565+115.8% | $5,609+114.1% |
| Admin fee / account holder | $60,391 | $8,380+620.7% | $7,510+704.1% | $10,827+457.8% |