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 | $220,121 | $81,900+168.8% | $119,609+84.0% | $68,494+221.4% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.6pp | 67.9%+31.0pp |
| Annual return | -12.97% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $11,192 | $2,693+315.5% | $4,232+164.5% | $2,596+331.1% |
| Participant deferral / active EE | $2,310 | $4,148-44.3% | $5,602-58.8% | $4,027-42.6% |
| Admin fee / account holder | $7,931 | $6,582+20.5% | $10,323-23.2% | $5,403+46.8% |