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 | $216,214 | $73,867+192.7% | $143,757+50.4% | $68,494+215.7% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -16.73% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $11,298 | $3,184+254.8% | $4,951+128.2% | $2,596+335.1% |
| Participant deferral / active EE | $12,012 | $3,384+254.9% | $5,637+113.1% | $4,027+198.3% |
| Admin fee / account holder | $4,338 | $5,755-24.6% | $14,673-70.4% | $5,403-19.7% |