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 | $195,994 | $72,404+170.7% | $110,238+77.8% | $64,186+205.4% |
| Participation rate | 95.6% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.0pp |
| Annual return | -3.95% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $10,174 | $2,282+345.9% | $3,826+165.9% | $2,381+327.3% |
| Participant deferral / active EE | $5,636 | $3,469+62.5% | $4,672+20.6% | $3,470+62.5% |
| Admin fee / account holder | $67,636 | $5,664+1094.1% | $8,547+691.3% | $4,888+1283.7% |