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 | $214,470 | $127,100+68.7% | $105,738+102.8% | $135,375+58.4% |
| Participation rate | 88.2% | 82.7%+5.5pp | 76.3%+11.9pp | 82.6%+5.6pp |
| Annual return | -6.23% | 4.49%-10.7pp | 6.27%-12.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,143 | $4,107-23.5% | $3,268-3.8% | $4,779-34.2% |
| Participant deferral / active EE | $10,712 | $5,064+111.5% | $4,080+162.6% | $5,609+91.0% |
| Admin fee / account holder | $5,592 | $9,087-38.5% | $6,913-19.1% | $10,827-48.4% |