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 | $234,914 | $73,004+221.8% | $90,749+158.9% | $68,494+243.0% |
| Participation rate | 98.0% | 70.8%+27.1pp | 75.7%+22.3pp | 67.9%+30.1pp |
| Annual return | -12.90% | -13.81%+0.9pp | -12.16%-0.7pp | -7.84%-5.1pp |
| Employer contribution / active EE | $5,475 | $2,193+149.7% | $2,921+87.4% | $2,596+110.9% |
| Participant deferral / active EE | $11,023 | $3,627+203.9% | $4,564+141.5% | $4,027+173.7% |
| Admin fee / account holder | $10,015 | $5,896+69.9% | $8,445+18.6% | $5,403+85.4% |