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 | $223,652 | $73,867+202.8% | $143,757+55.6% | $68,494+226.5% |
| Participation rate | 84.3% | 66.7%+17.7pp | 80.3%+4.0pp | 67.9%+16.4pp |
| Annual return | -16.64% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $10,164 | $3,184+219.2% | $4,951+105.3% | $2,596+291.5% |
| Participant deferral / active EE | $6,036 | $3,384+78.4% | $5,637+7.1% | $4,027+49.9% |
| Admin fee / account holder | $11,177 | $5,755+94.2% | $14,673-23.8% | $5,403+106.9% |