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 | $192,583 | $81,900+135.1% | $119,609+61.0% | $68,494+181.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.67% | -23.82%+11.1pp | -14.97%+2.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $7,117 | $2,693+164.3% | $4,232+68.2% | $2,596+174.1% |
| Participant deferral / active EE | $6,648 | $4,148+60.3% | $5,602+18.7% | $4,027+65.1% |
| Admin fee / account holder | $17,668 | $6,582+168.4% | $10,323+71.1% | $5,403+227.0% |