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 6-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 | $228,045 | $82,664+175.9% | $125,339+81.9% | $68,494+232.9% |
| Participation rate | 83.7% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.8pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,642 | $3,381-21.9% | $4,814-45.1% | $2,596+1.8% |
| Participant deferral / active EE | $7,100 | $6,110+16.2% | $7,446-4.7% | $4,027+76.3% |
| Admin fee / account holder | $1,867 | $6,275-70.2% | $10,010-81.3% | $5,403-65.4% |