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 | $233,515 | $73,867+216.1% | $143,757+62.4% | $68,494+240.9% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -17.98% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,658 | $3,184+77.7% | $4,951+14.3% | $2,596+117.9% |
| Participant deferral / active EE | $10,872 | $3,384+221.2% | $5,637+92.9% | $4,027+170.0% |
| Admin fee / account holder | $6,241 | $5,755+8.5% | $14,673-57.5% | $5,403+15.5% |