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 | $208,963 | $82,664+152.8% | $125,339+66.7% | $68,494+205.1% |
| Participation rate | 85.2% | 75.0%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -13.37% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,477 | $3,381+2.8% | $4,814-27.8% | $2,596+33.9% |
| Participant deferral / active EE | $11,419 | $6,110+86.9% | $7,446+53.3% | $4,027+183.5% |
| Admin fee / account holder | $17,622 | $6,275+180.8% | $10,010+76.1% | $5,403+226.2% |