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 | $175,710 | $81,900+114.5% | $119,609+46.9% | $68,494+156.5% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -18.57% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,850 | $2,693+5.8% | $4,232-32.7% | $2,596+9.8% |
| Participant deferral / active EE | $9,552 | $4,148+130.3% | $5,602+70.5% | $4,027+137.2% |
| Admin fee / account holder | $17,617 | $6,582+167.7% | $10,323+70.7% | $5,403+226.1% |