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 | $211,641 | $59,107+258.1% | $86,436+144.9% | $68,494+209.0% |
| Participation rate | 87.8% | 75.2%+12.5pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -16.61% | -0.23%-16.4pp | 4394.89%-4411.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,648 | $2,519+84.5% | $3,769+23.3% | $2,596+79.0% |
| Participant deferral / active EE | $8,645 | $5,901+46.5% | $6,952+24.4% | $4,027+114.7% |
| Admin fee / account holder | $3,607 | $5,637-36.0% | $6,731-46.4% | $5,403-33.2% |