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 | $206,664 | $48,265+328.2% | $68,791+200.4% | $68,494+201.7% |
| Participation rate | 88.8% | 60.7%+28.1pp | 69.0%+19.8pp | 67.9%+20.9pp |
| Annual return | -16.44% | -12.71%-3.7pp | -6.38%-10.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,178 | $1,829+73.8% | $2,655+19.7% | $2,596+22.4% |
| Participant deferral / active EE | $8,035 | $2,867+180.3% | $3,941+103.9% | $4,027+99.5% |
| Admin fee / account holder | $15,280 | $4,355+250.8% | $4,932+209.8% | $5,403+182.8% |