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 | $172,782 | $110,094+56.9% | $151,611+14.0% | $68,494+152.3% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -15.02% | -10.12%-4.9pp | 3.33%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,131 | $4,471+37.1% | $6,166-0.6% | $2,596+136.2% |
| Participant deferral / active EE | $10,017 | $6,527+53.5% | $8,363+19.8% | $4,027+148.7% |
| Admin fee / account holder | $22,644 | $7,719+193.4% | $11,616+94.9% | $5,403+319.1% |