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 | $197,738 | $69,010+186.5% | $159,960+23.6% | $68,494+188.7% |
| Participation rate | 70.6% | 65.4%+5.2pp | 78.0%-7.4pp | 67.9%+2.7pp |
| Annual return | -13.65% | -9.65%-4.0pp | 408.60%-422.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,653 | $2,213+65.0% | $4,226-13.6% | $2,596+40.7% |
| Participant deferral / active EE | $9,236 | $4,212+119.3% | $6,182+49.4% | $4,027+129.3% |
| Admin fee / account holder | $7,974 | $4,798+66.2% | $8,698-8.3% | $5,403+47.6% |