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 | $158,796 | $81,900+93.9% | $119,609+32.8% | $68,494+131.8% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -16.31% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,087 | $2,693+88.9% | $4,232+20.2% | $2,596+95.9% |
| Participant deferral / active EE | $6,127 | $4,148+47.7% | $5,602+9.4% | $4,027+52.1% |
| Admin fee / account holder | $4,776 | $6,582-27.4% | $10,323-53.7% | $5,403-11.6% |