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 | $193,363 | $81,900+136.1% | $119,609+61.7% | $68,494+182.3% |
| Participation rate | 82.0% | 71.9%+10.1pp | 79.3%+2.7pp | 67.9%+14.1pp |
| Annual return | -17.17% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,122 | $2,693+15.9% | $4,232-26.2% | $2,596+20.3% |
| Participant deferral / active EE | $6,245 | $4,148+50.6% | $5,602+11.5% | $4,027+55.1% |
| Admin fee / account holder | $12,022 | $6,582+82.7% | $10,323+16.5% | $5,403+122.5% |