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 | $180,371 | $81,900+120.2% | $119,609+50.8% | $68,494+163.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.12% | -23.82%+9.7pp | -14.97%+0.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $9,698 | $2,693+260.1% | $4,232+129.2% | $2,596+273.5% |
| Participant deferral / active EE | $4,574 | $4,148+10.3% | $5,602-18.3% | $4,027+13.6% |
| Admin fee / account holder | $34,614 | $6,582+425.9% | $10,323+235.3% | $5,403+540.7% |