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 | $201,282 | $73,004+175.7% | $90,749+121.8% | $68,494+193.9% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -15.53% | -13.81%-1.7pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,427 | $2,193+10.7% | $2,921-16.9% | $2,596-6.5% |
| Participant deferral / active EE | $7,583 | $3,627+109.1% | $4,564+66.1% | $4,027+88.3% |
| Admin fee / account holder | $16,480 | $5,896+179.5% | $8,445+95.1% | $5,403+205.0% |