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 | $174,936 | $82,664+111.6% | $125,339+39.6% | $68,494+155.4% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -16.00% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $843 | $3,381-75.1% | $4,814-82.5% | $2,596-67.5% |
| Participant deferral / active EE | $7,115 | $6,110+16.4% | $7,446-4.5% | $4,027+76.7% |
| Admin fee / account holder | $2,140 | $6,275-65.9% | $10,010-78.6% | $5,403-60.4% |