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 | $205,926 | $82,664+149.1% | $125,339+64.3% | $68,494+200.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,558 | $3,381+5.2% | $4,814-26.1% | $2,596+37.0% |
| Participant deferral / active EE | $5,122 | $6,110-16.2% | $7,446-31.2% | $4,027+27.2% |
| Admin fee / account holder | $26,930 | $6,275+329.1% | $10,010+169.0% | $5,403+398.4% |