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 | $244,991 | $140,588+74.3% | $123,104+99.0% | $125,391+95.4% |
| Participation rate | 76.5% | 88.2%-11.7pp | 86.8%-10.3pp | 83.2%-6.7pp |
| Annual return | -0.73% | 16.80%-17.5pp | 13.22%-13.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,783 | $6,980-2.8% | $6,230+8.9% | $5,352+26.7% |
| Admin fee / account holder | $15,587 | $11,198+39.2% | $9,015+72.9% | $9,540+63.4% |