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 | $230,790 | $142,344+62.1% | $119,609+93.0% | $134,475+71.6% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -15.17% | -12.44%-2.7pp | -14.97%-0.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,349 | $5,222+21.6% | $4,232+50.0% | $4,740+34.0% |
| Participant deferral / active EE | $13,077 | $6,469+102.1% | $5,602+133.4% | $6,400+104.3% |
| Admin fee / account holder | $26,044 | $13,584+91.7% | $10,323+152.3% | $11,426+127.9% |