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 | $170,560 | $82,664+106.3% | $125,339+36.1% | $68,494+149.0% |
| Participation rate | 71.9% | 75.0%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -19.31% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,203 | $3,381+24.3% | $4,814-12.7% | $2,596+61.9% |
| Participant deferral / active EE | $8,050 | $6,110+31.7% | $7,446+8.1% | $4,027+99.9% |
| Admin fee / account holder | $5,055 | $6,275-19.5% | $10,010-49.5% | $5,403-6.4% |