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 | $219,309 | $54,229+304.4% | $70,092+212.9% | $68,494+220.2% |
| Participation rate | 94.1% | 64.5%+29.6pp | 70.5%+23.6pp | 67.9%+26.2pp |
| Annual return | -12.56% | -13.87%+1.3pp | 190.73%-203.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,554 | $2,018+26.5% | $2,559-0.2% | $2,596-1.6% |
| Participant deferral / active EE | $5,052 | $2,956+70.9% | $3,849+31.3% | $4,027+25.4% |
| Admin fee / account holder | $11,844 | $4,694+152.3% | $6,267+89.0% | $5,403+119.2% |