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 | $191,189 | $82,664+131.3% | $125,339+52.5% | $68,494+179.1% |
| Participation rate | 70.3% | 75.0%-4.8pp | 82.4%-12.1pp | 67.9%+2.4pp |
| Annual return | -16.22% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,563 | $3,381+5.4% | $4,814-26.0% | $2,596+37.2% |
| Participant deferral / active EE | $8,826 | $6,110+44.4% | $7,446+18.5% | $4,027+119.2% |
| Admin fee / account holder | $15,762 | $6,275+151.2% | $10,010+57.5% | $5,403+191.7% |