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 | $162,797 | $73,004+123.0% | $90,749+79.4% | $68,494+137.7% |
| Participation rate | 86.0% | 70.8%+15.1pp | 75.7%+10.3pp | 67.9%+18.1pp |
| Annual return | -14.93% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,278 | $2,193+140.7% | $2,921+80.7% | $2,596+103.3% |
| Participant deferral / active EE | $8,236 | $3,627+127.1% | $4,564+80.4% | $4,027+104.5% |
| Admin fee / account holder | $17,525 | $5,896+197.2% | $8,445+107.5% | $5,403+224.4% |