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 | $167,814 | $110,094+52.4% | $151,611+10.7% | $68,494+145.0% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -18.47% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $8,994 | $4,471+101.2% | $6,166+45.9% | $2,596+246.4% |
| Participant deferral / active EE | $15,965 | $6,527+144.6% | $8,363+90.9% | $4,027+296.4% |
| Admin fee / account holder | $387 | $7,719-95.0% | $11,616-96.7% | $5,403-92.8% |