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 | $234,965 | $73,867+218.1% | $143,757+63.4% | $68,494+243.0% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -12.31% | 1.01%-13.3pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $14,270 | $3,184+348.1% | $4,951+188.2% | $2,596+449.6% |
| Participant deferral / active EE | $7,506 | $3,384+121.8% | $5,637+33.2% | $4,027+86.4% |
| Admin fee / account holder | $17,486 | $5,755+203.9% | $14,673+19.2% | $5,403+223.7% |