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 | $219,922 | $76,912+185.9% | $129,110+70.3% | $68,494+221.1% |
| Participation rate | 79.5% | 69.1%+10.3pp | 77.3%+2.2pp | 67.9%+11.6pp |
| Annual return | -13.96% | -9.78%-4.2pp | -10.94%-3.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $5,158 | $3,243+59.0% | $5,052+2.1% | $2,596+98.6% |
| Participant deferral / active EE | $7,751 | $4,732+63.8% | $6,542+18.5% | $4,027+92.5% |
| Admin fee / account holder | $3,525 | $6,638-46.9% | $14,302-75.4% | $5,403-34.8% |