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 | $216,253 | $59,805+261.6% | $79,550+171.8% | $68,494+215.7% |
| Participation rate | 91.7% | 61.1%+30.6pp | 69.5%+22.2pp | 67.9%+23.8pp |
| Annual return | -14.01% | -12.30%-1.7pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,194 | $1,505+45.8% | $2,413-9.1% | $2,596-15.5% |
| Participant deferral / active EE | $7,560 | $3,024+150.0% | $3,985+89.7% | $4,027+87.7% |
| Admin fee / account holder | $15,239 | $4,835+215.2% | $6,832+123.0% | $5,403+182.1% |