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 | $226,739 | $56,357+302.3% | $104,294+117.4% | $68,494+231.0% |
| Participation rate | 89.5% | 63.3%+26.2pp | 73.3%+16.2pp | 67.9%+21.6pp |
| Annual return | -14.33% | -9.19%-5.1pp | 24.61%-38.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,831 | $1,960-6.6% | $3,372-45.7% | $2,596-29.5% |
| Participant deferral / active EE | $2,709 | $3,077-12.0% | $4,625-41.4% | $4,027-32.7% |
| Admin fee / account holder | $51,052 | $4,903+941.3% | $7,339+595.6% | $5,403+844.9% |