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 | $171,295 | $82,664+107.2% | $125,339+36.7% | $68,494+150.1% |
| Participation rate | 95.8% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+27.9pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $4,494 | $3,381+32.9% | $4,814-6.6% | $2,596+73.1% |
| Participant deferral / active EE | $8,298 | $6,110+35.8% | $7,446+11.4% | $4,027+106.0% |
| Admin fee / account holder | $839 | $6,275-86.6% | $10,010-91.6% | $5,403-84.5% |