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 | $238,344 | $99,032+140.7% | $80,019+197.9% | $135,375+76.1% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -7.45% | 15.39%-22.8pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,583 | $3,043-15.1% | $2,468+4.7% | $4,779-45.9% |
| Participant deferral / active EE | $2,583 | $4,282-39.7% | $3,686-29.9% | $5,609-53.9% |
| Admin fee / account holder | $5,463 | $10,436-47.6% | $6,521-16.2% | $10,827-49.5% |