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 | $212,986 | $64,707+229.2% | $112,228+89.8% | $68,494+211.0% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.1%+5.5pp | 67.9%+12.7pp |
| Annual return | -15.75% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,858 | $2,746-32.3% | $3,635-48.9% | $2,596-28.4% |
| Participant deferral / active EE | $7,154 | $3,565+100.7% | $4,728+51.3% | $4,027+77.6% |
| Admin fee / account holder | $981 | $5,232-81.3% | $6,410-84.7% | $5,403-81.9% |