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 | $213,396 | $73,867+188.9% | $143,757+48.4% | $68,494+211.6% |
| Participation rate | 75.7% | 66.7%+9.0pp | 80.3%-4.6pp | 67.9%+7.8pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,355 | $3,184+5.4% | $4,951-32.2% | $2,596+29.2% |
| Participant deferral / active EE | $5,979 | $3,384+76.7% | $5,637+6.1% | $4,027+48.5% |
| Admin fee / account holder | $24,135 | $5,755+319.4% | $14,673+64.5% | $5,403+346.7% |