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 | $197,409 | $59,107+234.0% | $86,436+128.4% | $68,494+188.2% |
| Participation rate | 92.9% | 75.2%+17.6pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -18.75% | -0.23%-18.5pp | 4394.89%-4413.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,582 | $2,519+2.5% | $3,769-31.5% | $2,596-0.6% |
| Participant deferral / active EE | $10,278 | $5,901+74.2% | $6,952+47.8% | $4,027+155.2% |
| Admin fee / account holder | $833 | $5,637-85.2% | $6,731-87.6% | $5,403-84.6% |