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 | $221,844 | $73,867+200.3% | $143,757+54.3% | $68,494+223.9% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -17.95% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $15,494 | $3,184+386.6% | $4,951+213.0% | $2,596+496.8% |
| Participant deferral / active EE | $9,790 | $3,384+189.3% | $5,637+73.7% | $4,027+143.1% |
| Admin fee / account holder | $41,817 | $5,755+626.7% | $14,673+185.0% | $5,403+674.0% |