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 | $200,952 | $59,805+236.0% | $79,550+152.6% | $68,494+193.4% |
| Participation rate | 75.4% | 61.1%+14.3pp | 69.5%+5.9pp | 67.9%+7.5pp |
| Annual return | -13.68% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,555 | $1,505+136.2% | $2,413+47.3% | $2,596+36.9% |
| Participant deferral / active EE | $7,326 | $3,024+142.2% | $3,985+83.8% | $4,027+81.9% |
| Admin fee / account holder | $9,176 | $4,835+89.8% | $6,832+34.3% | $5,403+69.8% |