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 | $232,314 | $73,004+218.2% | $90,749+156.0% | $68,494+239.2% |
| Participation rate | 87.3% | 70.8%+16.5pp | 75.7%+11.6pp | 67.9%+19.4pp |
| Annual return | -17.82% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,298 | $2,193+50.4% | $2,921+12.9% | $2,596+27.0% |
| Participant deferral / active EE | $8,188 | $3,627+125.8% | $4,564+79.4% | $4,027+103.3% |
| Admin fee / account holder | $17,406 | $5,896+195.2% | $8,445+106.1% | $5,403+222.2% |