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 | $181,718 | $64,707+180.8% | $112,228+61.9% | $68,494+165.3% |
| Participation rate | 95.7% | 67.2%+28.6pp | 75.1%+20.7pp | 67.9%+27.8pp |
| Annual return | -16.88% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,492 | $2,746+63.6% | $3,635+23.6% | $2,596+73.0% |
| Participant deferral / active EE | $11,198 | $3,565+214.1% | $4,728+136.8% | $4,027+178.1% |
| Admin fee / account holder | $11,221 | $5,232+114.5% | $6,410+75.1% | $5,403+107.7% |