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 | $224,765 | $81,900+174.4% | $119,609+87.9% | $68,494+228.2% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -15.31% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,506 | $2,693+104.4% | $4,232+30.1% | $2,596+112.1% |
| Participant deferral / active EE | $4,805 | $4,148+15.8% | $5,602-14.2% | $4,027+19.3% |
| Admin fee / account holder | $3,283 | $6,582-50.1% | $10,323-68.2% | $5,403-39.2% |