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 | $231,755 | $48,265+380.2% | $68,791+236.9% | $68,494+238.4% |
| Participation rate | 98.5% | 60.7%+37.8pp | 69.0%+29.4pp | 67.9%+30.6pp |
| Annual return | -18.21% | -12.71%-5.5pp | -6.38%-11.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $499 | $1,829-72.7% | $2,655-81.2% | $2,596-80.8% |
| Participant deferral / active EE | $7,277 | $2,867+153.9% | $3,941+84.6% | $4,027+80.7% |
| Admin fee / account holder | $5,513 | $4,355+26.6% | $4,932+11.8% | $5,403+2.0% |