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 | $154,769 | $53,162+191.1% | $91,220+69.7% | $68,494+126.0% |
| Participation rate | 82.6% | 63.2%+19.4pp | 73.2%+9.4pp | 67.9%+14.7pp |
| Annual return | -18.95% | -3.14%-15.8pp | 114.01%-133.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,615 | $1,709-5.5% | $2,850-43.4% | $2,596-37.8% |
| Participant deferral / active EE | $10,696 | $2,974+259.7% | $4,234+152.6% | $4,027+165.6% |
| Admin fee / account holder | $7,496 | $4,493+66.8% | $5,420+38.3% | $5,403+38.7% |