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 | $205,602 | $81,900+151.0% | $119,609+71.9% | $68,494+200.2% |
| Participation rate | 83.0% | 71.9%+11.1pp | 79.3%+3.8pp | 67.9%+15.1pp |
| Annual return | -15.81% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,673 | $2,693+184.9% | $4,232+81.3% | $2,596+195.5% |
| Participant deferral / active EE | $6,186 | $4,148+49.1% | $5,602+10.4% | $4,027+53.6% |
| Admin fee / account holder | $6,294 | $6,582-4.4% | $10,323-39.0% | $5,403+16.5% |