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 | $210,212 | $81,900+156.7% | $119,609+75.7% | $68,494+206.9% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | -15.38% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,019 | $2,693+86.4% | $4,232+18.6% | $2,596+93.3% |
| Participant deferral / active EE | $6,216 | $4,148+49.9% | $5,602+11.0% | $4,027+54.4% |
| Admin fee / account holder | $2,250 | $6,582-65.8% | $10,323-78.2% | $5,403-58.4% |