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 | $194,158 | $48,265+302.3% | $68,791+182.2% | $68,494+183.5% |
| Participation rate | 97.4% | 60.7%+36.7pp | 69.0%+28.3pp | 67.9%+29.5pp |
| Annual return | -19.28% | -12.71%-6.6pp | -6.38%-12.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $4,695 | $1,829+156.7% | $2,655+76.8% | $2,596+80.8% |
| Participant deferral / active EE | $11,584 | $2,867+304.1% | $3,941+193.9% | $4,027+187.7% |
| Admin fee / account holder | $29,689 | $4,355+581.7% | $4,932+502.0% | $5,403+449.5% |