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 | $182,396 | $81,900+122.7% | $119,609+52.5% | $68,494+166.3% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -12.80% | -23.82%+11.0pp | -14.97%+2.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $9,016 | $2,693+234.8% | $4,232+113.1% | $2,596+247.3% |
| Participant deferral / active EE | $6,528 | $4,148+57.4% | $5,602+16.5% | $4,027+62.1% |
| Admin fee / account holder | $2,194 | $6,582-66.7% | $10,323-78.7% | $5,403-59.4% |