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 | $183,420 | $110,094+66.6% | $151,611+21.0% | $68,494+167.8% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -8.12% | -10.12%+2.0pp | 3.33%-11.5pp | -7.84%-0.3pp |
| Employer contribution / active EE | $7,995 | $4,471+78.8% | $6,166+29.7% | $2,596+207.9% |
| Participant deferral / active EE | $8,491 | $6,527+30.1% | $8,363+1.5% | $4,027+110.8% |
| Admin fee / account holder | $16,470 | $7,719+113.4% | $11,616+41.8% | $5,403+204.8% |