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 | $185,389 | $82,664+124.3% | $125,339+47.9% | $68,494+170.7% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -15.29% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,394 | $3,381+0.4% | $4,814-29.5% | $2,596+30.7% |
| Participant deferral / active EE | $8,716 | $6,110+42.6% | $7,446+17.1% | $4,027+116.4% |
| Admin fee / account holder | $16,633 | $6,275+165.0% | $10,010+66.2% | $5,403+207.9% |