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 | $214,470 | $73,867+190.3% | $143,757+49.2% | $68,494+213.1% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -14.05% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $8,689 | $3,184+172.9% | $4,951+75.5% | $2,596+234.6% |
| Participant deferral / active EE | $7,838 | $3,384+131.6% | $5,637+39.1% | $4,027+94.6% |
| Admin fee / account holder | $4,814 | $5,755-16.3% | $14,673-67.2% | $5,403-10.9% |