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 | $213,252 | $81,900+160.4% | $119,609+78.3% | $68,494+211.3% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,982 | $2,693+85.0% | $4,232+17.7% | $2,596+91.9% |
| Participant deferral / active EE | $12,212 | $4,148+194.4% | $5,602+118.0% | $4,027+203.2% |
| Admin fee / account holder | $3,842 | $6,582-41.6% | $10,323-62.8% | $5,403-28.9% |