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 | $235,279 | $73,867+218.5% | $143,757+63.7% | $68,494+243.5% |
| Participation rate | 94.7% | 66.7%+28.1pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -17.00% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,883 | $3,184+84.8% | $4,951+18.8% | $2,596+126.6% |
| Participant deferral / active EE | $3,391 | $3,384+0.2% | $5,637-39.8% | $4,027-15.8% |
| Admin fee / account holder | $8,074 | $5,755+40.3% | $14,673-45.0% | $5,403+49.4% |