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 | $215,591 | $82,664+160.8% | $125,339+72.0% | $68,494+214.8% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $870 | $3,381-74.3% | $4,814-81.9% | $2,596-66.5% |
| Participant deferral / active EE | $8,437 | $6,110+38.1% | $7,446+13.3% | $4,027+109.5% |
| Admin fee / account holder | $1,474 | $6,275-76.5% | $10,010-85.3% | $5,403-72.7% |