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 | $243,193 | $105,860+129.7% | $90,749+168.0% | $134,475+80.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -15.08% | -11.01%-4.1pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,563 | $3,462+2.9% | $2,921+22.0% | $4,740-24.8% |
| Participant deferral / active EE | $13,527 | $5,216+159.4% | $4,564+196.4% | $6,400+111.4% |
| Admin fee / account holder | $36,975 | $13,938+165.3% | $8,445+337.9% | $11,426+223.6% |