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 | $234,258 | $83,427+180.8% | $115,756+102.4% | $68,494+242.0% |
| Participation rate | 79.7% | 71.9%+7.8pp | 77.1%+2.6pp | 67.9%+11.8pp |
| Annual return | -15.11% | -10.95%-4.2pp | 143.14%-158.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,744 | $5,355+175.3% | $6,254+135.8% | $4,027+266.1% |
| Admin fee / account holder | $2,119 | $5,708-62.9% | $8,124-73.9% | $5,403-60.8% |