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 | $172,627 | $82,664+108.8% | $125,339+37.7% | $68,494+152.0% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,370 | $3,381-0.3% | $4,814-30.0% | $2,596+29.8% |
| Participant deferral / active EE | $8,551 | $6,110+39.9% | $7,446+14.8% | $4,027+112.3% |
| Admin fee / account holder | $5,061 | $6,275-19.3% | $10,010-49.4% | $5,403-6.3% |