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 | $238,112 | $82,286+189.4% | $68,791+246.1% | $134,475+77.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -14.35% | -2.19%-12.2pp | -6.38%-8.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $10,098 | $3,301+206.0% | $2,655+280.3% | $4,740+113.1% |
| Participant deferral / active EE | $7,119 | $4,739+50.2% | $3,941+80.6% | $6,400+11.2% |
| Admin fee / account holder | $7,605 | $6,481+17.3% | $4,932+54.2% | $11,426-33.4% |