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 | $131,691 | $64,707+103.5% | $112,228+17.3% | $68,494+92.3% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -17.64% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $19,281 | $2,746+602.2% | $3,635+430.5% | $2,596+642.6% |
| Participant deferral / active EE | $3,151 | $3,565-11.6% | $4,728-33.4% | $4,027-21.8% |
| Admin fee / account holder | $13,740 | $5,232+162.6% | $6,410+114.4% | $5,403+154.3% |