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 | $126,900 | $53,162+138.7% | $91,220+39.1% | $68,494+85.3% |
| Participation rate | 96.2% | 63.2%+32.9pp | 73.2%+23.0pp | 67.9%+28.3pp |
| Annual return | -12.51% | -3.14%-9.4pp | 114.01%-126.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,499 | $1,709+163.2% | $2,850+57.8% | $2,596+73.3% |
| Participant deferral / active EE | $4,756 | $2,974+59.9% | $4,234+12.3% | $4,027+18.1% |
| Admin fee / account holder | $1,972 | $4,493-56.1% | $5,420-63.6% | $5,403-63.5% |