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 | $206,958 | $73,867+180.2% | $143,757+44.0% | $68,494+202.2% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -15.84% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $9,258 | $3,184+190.8% | $4,951+87.0% | $2,596+256.6% |
| Participant deferral / active EE | $7,236 | $3,384+113.8% | $5,637+28.4% | $4,027+79.7% |
| Admin fee / account holder | $476 | $5,755-91.7% | $14,673-96.8% | $5,403-91.2% |