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 | $211,049 | $73,867+185.7% | $143,757+46.8% | $68,494+208.1% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -16.05% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,659 | $3,184+109.1% | $4,951+34.5% | $2,596+156.5% |
| Participant deferral / active EE | $6,461 | $3,384+90.9% | $5,637+14.6% | $4,027+60.4% |
| Admin fee / account holder | $1,379 | $5,755-76.0% | $14,673-90.6% | $5,403-74.5% |