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 | $224,227 | $81,900+173.8% | $119,609+87.5% | $68,494+227.4% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -14.66% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,625 | $2,693+71.7% | $4,232+9.3% | $2,596+78.1% |
| Participant deferral / active EE | $6,948 | $4,148+67.5% | $5,602+24.0% | $4,027+72.5% |
| Admin fee / account holder | $8,627 | $6,582+31.1% | $10,323-16.4% | $5,403+59.7% |