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 | $245,658 | $110,094+123.1% | $151,611+62.0% | $68,494+258.7% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -6.70% | -10.12%+3.4pp | 3.33%-10.0pp | -7.84%+1.1pp |
| Employer contribution / active EE | $6,432 | $4,471+43.9% | $6,166+4.3% | $2,596+147.7% |
| Participant deferral / active EE | $12,727 | $6,527+95.0% | $8,363+52.2% | $4,027+216.0% |
| Admin fee / account holder | $933 | $7,719-87.9% | $11,616-92.0% | $5,403-82.7% |