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 | $216,757 | $82,664+162.2% | $125,339+72.9% | $68,494+216.5% |
| Participation rate | 86.9% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,024 | $3,381-10.6% | $4,814-37.2% | $2,596+16.5% |
| Participant deferral / active EE | $7,126 | $6,110+16.6% | $7,446-4.3% | $4,027+77.0% |
| Admin fee / account holder | $5,255 | $6,275-16.3% | $10,010-47.5% | $5,403-2.7% |