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 | $209,311 | $82,664+153.2% | $125,339+67.0% | $68,494+205.6% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -16.81% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,585 | $3,381-53.1% | $4,814-67.1% | $2,596-39.0% |
| Participant deferral / active EE | $7,753 | $6,110+26.9% | $7,446+4.1% | $4,027+92.5% |
| Admin fee / account holder | $1,264 | $6,275-79.9% | $10,010-87.4% | $5,403-76.6% |