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 | $191,351 | $81,900+133.6% | $119,609+60.0% | $68,494+179.4% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -11.50% | -23.82%+12.3pp | -14.97%+3.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $6,621 | $2,693+145.8% | $4,232+56.5% | $2,596+155.0% |
| Participant deferral / active EE | $13,898 | $4,148+235.1% | $5,602+148.1% | $4,027+245.1% |
| Admin fee / account holder | $8,767 | $6,582+33.2% | $10,323-15.1% | $5,403+62.3% |