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 | $202,259 | $82,664+144.7% | $125,339+61.4% | $68,494+195.3% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,902 | $3,381-14.2% | $4,814-39.7% | $2,596+11.8% |
| Participant deferral / active EE | $5,380 | $6,110-12.0% | $7,446-27.7% | $4,027+33.6% |
| Admin fee / account holder | $22,766 | $6,275+262.8% | $10,010+127.4% | $5,403+321.4% |