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 | $169,331 | $64,707+161.7% | $112,228+50.9% | $68,494+147.2% |
| Participation rate | 97.8% | 67.2%+30.7pp | 75.1%+22.8pp | 67.9%+29.9pp |
| Annual return | -17.76% | -11.40%-6.4pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $10,568 | $2,746+284.9% | $3,635+190.8% | $2,596+307.0% |
| Participant deferral / active EE | $8,939 | $3,565+150.8% | $4,728+89.1% | $4,027+122.0% |
| Admin fee / account holder | $470 | $5,232-91.0% | $6,410-92.7% | $5,403-91.3% |