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 | $208,047 | $73,867+181.7% | $143,757+44.7% | $68,494+203.7% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -8.71% | 1.01%-9.7pp | -0.04%-8.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $5,054 | $3,184+58.7% | $4,951+2.1% | $2,596+94.7% |
| Participant deferral / active EE | $4,686 | $3,384+38.4% | $5,637-16.9% | $4,027+16.4% |
| Admin fee / account holder | $8,258 | $5,755+43.5% | $14,673-43.7% | $5,403+52.8% |