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 | $185,418 | $79,633+132.8% | $93,789+97.7% | $68,494+170.7% |
| Participation rate | 97.4% | 75.4%+22.1pp | 81.0%+16.5pp | 67.9%+29.5pp |
| Annual return | -14.62% | -0.10%-14.5pp | -11.33%-3.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $8,411 | $3,665+129.5% | $4,323+94.6% | $2,596+223.9% |
| Participant deferral / active EE | $7,670 | $5,158+48.7% | $6,094+25.8% | $4,027+90.4% |
| Admin fee / account holder | $31,653 | $6,871+360.7% | $7,195+339.9% | $5,403+485.9% |