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 | $237,437 | $95,862+147.7% | $79,550+198.5% | $134,475+76.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -10.52% | -2.69%-7.8pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,319 | $3,128-25.9% | $2,413-3.9% | $4,740-51.1% |
| Participant deferral / active EE | $8,339 | $4,693+77.7% | $3,985+109.3% | $6,400+30.3% |
| Admin fee / account holder | $1,924 | $9,126-78.9% | $6,832-71.8% | $11,426-83.2% |