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 | $207,958 | $48,265+330.9% | $68,791+202.3% | $68,494+203.6% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | -16.53% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,612 | $1,829+371.0% | $2,655+224.4% | $2,596+231.7% |
| Participant deferral / active EE | $6,507 | $2,867+127.0% | $3,941+65.1% | $4,027+61.6% |
| Admin fee / account holder | $14,533 | $4,355+233.7% | $4,932+194.7% | $5,403+169.0% |