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 | $212,396 | $59,805+255.1% | $79,550+167.0% | $68,494+210.1% |
| Participation rate | 81.5% | 61.1%+20.5pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $6,563 | $1,505+336.1% | $2,413+172.0% | $2,596+152.8% |
| Participant deferral / active EE | $8,479 | $3,024+180.4% | $3,985+112.8% | $4,027+110.5% |
| Admin fee / account holder | $6,404 | $4,835+32.5% | $6,832-6.3% | $5,403+18.5% |