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 | $129,924 | $72,404+79.4% | $110,238+17.9% | $64,186+102.4% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | -6.08% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,139 | $2,282+125.2% | $3,826+34.3% | $2,381+115.8% |
| Participant deferral / active EE | $3,457 | $3,469-0.3% | $4,672-26.0% | $3,470-0.3% |
| Admin fee / account holder | $13,314 | $5,664+135.1% | $8,547+55.8% | $4,888+172.4% |