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 | $193,461 | $81,900+136.2% | $119,609+61.7% | $68,494+182.4% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | -14.18% | -23.82%+9.6pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $7,899 | $2,693+193.3% | $4,232+86.7% | $2,596+204.3% |
| Participant deferral / active EE | $5,180 | $4,148+24.9% | $5,602-7.5% | $4,027+28.6% |
| Admin fee / account holder | $57,612 | $6,582+775.3% | $10,323+458.1% | $5,403+966.4% |