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 | $175,276 | $56,357+211.0% | $104,294+68.1% | $68,494+155.9% |
| Participation rate | 90.0% | 63.3%+26.7pp | 73.3%+16.7pp | 67.9%+22.1pp |
| Annual return | -14.20% | -9.19%-5.0pp | 24.61%-38.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,961 | $1,960+204.1% | $3,372+76.8% | $2,596+129.6% |
| Participant deferral / active EE | $7,896 | $3,077+156.6% | $4,625+70.7% | $4,027+96.1% |
| Admin fee / account holder | $14,637 | $4,903+198.6% | $7,339+99.4% | $5,403+170.9% |