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 | $206,340 | $82,664+149.6% | $125,339+64.6% | $68,494+201.3% |
| Participation rate | 90.4% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.5pp |
| Annual return | -12.77% | -5.97%-6.8pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,381 | $3,381-29.6% | $4,814-50.5% | $2,596-8.3% |
| Participant deferral / active EE | $8,937 | $6,110+46.3% | $7,446+20.0% | $4,027+121.9% |
| Admin fee / account holder | $4,088 | $6,275-34.9% | $10,010-59.2% | $5,403-24.3% |