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 | $246,037 | $82,664+197.6% | $125,339+96.3% | $68,494+259.2% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -12.20% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,150 | $3,381-36.4% | $4,814-55.3% | $2,596-17.2% |
| Participant deferral / active EE | $6,092 | $6,110-0.3% | $7,446-18.2% | $4,027+51.3% |
| Admin fee / account holder | $24,635 | $6,275+292.6% | $10,010+146.1% | $5,403+356.0% |