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 | $224,049 | $81,900+173.6% | $119,609+87.3% | $68,494+227.1% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -13.33% | -23.82%+10.5pp | -14.97%+1.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,607 | $2,693+71.1% | $4,232+8.9% | $2,596+77.5% |
| Participant deferral / active EE | $9,551 | $4,148+130.3% | $5,602+70.5% | $4,027+137.2% |
| Admin fee / account holder | $21,261 | $6,582+223.0% | $10,323+105.9% | $5,403+293.5% |