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 | $215,420 | $82,286+161.8% | $68,791+213.1% | $134,475+60.2% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -9.86% | -2.19%-7.7pp | -6.38%-3.5pp | 417.96%-427.8pp |
| Employer contribution / active EE | $2,885 | $3,301-12.6% | $2,655+8.7% | $4,740-39.1% |
| Participant deferral / active EE | $6,083 | $4,739+28.4% | $3,941+54.4% | $6,400-4.9% |
| Admin fee / account holder | $26,925 | $6,481+315.5% | $4,932+445.9% | $11,426+135.6% |