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 | $184,101 | $64,707+184.5% | $112,228+64.0% | $68,494+168.8% |
| Participation rate | 91.5% | 67.2%+24.3pp | 75.1%+16.4pp | 67.9%+23.6pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $9,679 | $2,746+252.5% | $3,635+166.3% | $2,596+272.8% |
| Participant deferral / active EE | $2,693 | $3,565-24.5% | $4,728-43.0% | $4,027-33.1% |
| Admin fee / account holder | $34,706 | $5,232+563.3% | $6,410+441.4% | $5,403+542.4% |