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 | $226,835 | $72,177+214.3% | $115,037+97.2% | $59,632+280.4% |
| Participation rate | 73.3% | 72.6%+0.8pp | 81.4%-8.0pp | 68.7%+4.7pp |
| Annual return | -0.94% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $6,668 | $2,841+134.7% | $4,608+44.7% | $2,203+202.7% |
| Participant deferral / active EE | $6,124 | $4,783+28.0% | $6,026+1.6% | $3,192+91.9% |
| Admin fee / account holder | $7,323 | $4,927+48.6% | $8,175-10.4% | $4,297+70.4% |