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 | $143,537 | $81,900+75.3% | $119,609+20.0% | $68,494+109.6% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -17.04% | -23.82%+6.8pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,850 | $2,693+117.2% | $4,232+38.2% | $2,596+125.3% |
| Participant deferral / active EE | $12,501 | $4,148+201.4% | $5,602+123.2% | $4,027+210.4% |
| Admin fee / account holder | $20,569 | $6,582+212.5% | $10,323+99.3% | $5,403+280.7% |