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 | $207,783 | $81,900+153.7% | $119,609+73.7% | $68,494+203.4% |
| Participation rate | 91.9% | 71.9%+20.0pp | 79.3%+12.6pp | 67.9%+24.0pp |
| Annual return | -15.37% | -23.82%+8.5pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,687 | $2,693+222.5% | $4,232+105.3% | $2,596+234.6% |
| Participant deferral / active EE | $6,410 | $4,148+54.5% | $5,602+14.4% | $4,027+59.2% |
| Admin fee / account holder | $14,078 | $6,582+113.9% | $10,323+36.4% | $5,403+160.6% |