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 | $218,737 | $105,860+106.6% | $90,749+141.0% | $134,475+62.7% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -17.03% | -11.01%-6.0pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,430 | $3,462-0.9% | $2,921+17.4% | $4,740-27.6% |
| Participant deferral / active EE | $8,495 | $5,216+62.9% | $4,564+86.1% | $6,400+32.7% |
| Admin fee / account holder | $12,928 | $13,938-7.2% | $8,445+53.1% | $11,426+13.1% |