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 | $213,892 | $79,633+168.6% | $93,789+128.1% | $68,494+212.3% |
| Participation rate | 98.7% | 75.4%+23.4pp | 81.0%+17.8pp | 67.9%+30.8pp |
| Annual return | -13.02% | -0.10%-12.9pp | -11.33%-1.7pp | -7.84%-5.2pp |
| Employer contribution / active EE | $8,373 | $3,665+128.5% | $4,323+93.7% | $2,596+222.5% |
| Participant deferral / active EE | $7,176 | $5,158+39.1% | $6,094+17.8% | $4,027+78.2% |
| Admin fee / account holder | $18,801 | $6,871+173.6% | $7,195+161.3% | $5,403+248.0% |