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 | $202,539 | $73,867+174.2% | $143,757+40.9% | $68,494+195.7% |
| Participation rate | 86.0% | 66.7%+19.3pp | 80.3%+5.7pp | 67.9%+18.1pp |
| Annual return | -17.46% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,116 | $3,184+186.3% | $4,951+84.1% | $2,596+251.1% |
| Participant deferral / active EE | $7,019 | $3,384+107.4% | $5,637+24.5% | $4,027+74.3% |
| Admin fee / account holder | $33,836 | $5,755+488.0% | $14,673+130.6% | $5,403+526.3% |