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 | $245,884 | $175,600+40.0% | $129,110+90.4% | $134,475+82.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -3.66% | -11.39%+7.7pp | -10.94%+7.3pp | 417.96%-421.6pp |
| Employer contribution / active EE | $3,121 | $6,355-50.9% | $5,052-38.2% | $4,740-34.2% |
| Participant deferral / active EE | $26,523 | $7,975+232.6% | $6,542+305.4% | $6,400+314.4% |
| Admin fee / account holder | $7,158 | $23,567-69.6% | $14,302-50.0% | $11,426-37.4% |