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 | $237,183 | $73,004+224.9% | $90,749+161.4% | $68,494+246.3% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -14.71% | -13.81%-0.9pp | -12.16%-2.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,257 | $2,193+94.2% | $2,921+45.8% | $2,596+64.0% |
| Participant deferral / active EE | $7,953 | $3,627+119.3% | $4,564+74.3% | $4,027+97.5% |
| Admin fee / account holder | $27,178 | $5,896+361.0% | $8,445+221.8% | $5,403+403.0% |