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 | $223,746 | $81,900+173.2% | $119,609+87.1% | $68,494+226.7% |
| Participation rate | 83.1% | 71.9%+11.2pp | 79.3%+3.8pp | 67.9%+15.2pp |
| Annual return | -14.80% | -23.82%+9.0pp | -14.97%+0.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $12,377 | $2,693+359.5% | $4,232+192.5% | $2,596+376.7% |
| Participant deferral / active EE | $7,316 | $4,148+76.4% | $5,602+30.6% | $4,027+81.7% |
| Admin fee / account holder | $23,521 | $6,582+257.4% | $10,323+127.8% | $5,403+335.4% |