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 | $189,979 | $64,707+193.6% | $112,228+69.3% | $68,494+177.4% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -16.04% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,891 | $2,746+187.4% | $3,635+117.1% | $2,596+203.9% |
| Participant deferral / active EE | $8,801 | $3,565+146.9% | $4,728+86.1% | $4,027+118.5% |
| Admin fee / account holder | $10,673 | $5,232+104.0% | $6,410+66.5% | $5,403+97.5% |