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 | $244,723 | $82,664+196.0% | $125,339+95.2% | $68,494+257.3% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -17.07% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $10,212 | $3,381+202.0% | $4,814+112.2% | $2,596+293.3% |
| Participant deferral / active EE | $14,662 | $6,110+140.0% | $7,446+96.9% | $4,027+264.1% |
| Admin fee / account holder | $14,333 | $6,275+128.4% | $10,010+43.2% | $5,403+165.3% |