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 | $205,374 | $81,900+150.8% | $119,609+71.7% | $68,494+199.8% |
| Participation rate | 81.8% | 71.9%+9.9pp | 79.3%+2.6pp | 67.9%+13.9pp |
| Annual return | -14.33% | -23.82%+9.5pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,557 | $2,693+69.2% | $4,232+7.7% | $2,596+75.5% |
| Participant deferral / active EE | $8,436 | $4,148+103.4% | $5,602+50.6% | $4,027+109.5% |
| Admin fee / account holder | $8,091 | $6,582+22.9% | $10,323-21.6% | $5,403+49.7% |