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 | $185,230 | $81,900+126.2% | $119,609+54.9% | $68,494+170.4% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -15.24% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,444 | $2,693+27.9% | $4,232-18.6% | $2,596+32.6% |
| Participant deferral / active EE | $7,775 | $4,148+87.5% | $5,602+38.8% | $4,027+93.1% |
| Admin fee / account holder | $12,662 | $6,582+92.4% | $10,323+22.7% | $5,403+134.4% |