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 | $195,852 | $72,404+170.5% | $110,238+77.7% | $64,186+205.1% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.9pp |
| Annual return | -6.37% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,193 | $2,282-3.9% | $3,826-42.7% | $2,381-7.9% |
| Participant deferral / active EE | $5,278 | $3,469+52.1% | $4,672+13.0% | $3,470+52.1% |
| Admin fee / account holder | $10,301 | $5,664+81.9% | $8,547+20.5% | $4,888+110.7% |