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 4-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 | $193,210 | $73,867+161.6% | $143,757+34.4% | $68,494+182.1% |
| Participation rate | 72.7% | 66.7%+6.1pp | 80.3%-7.6pp | 67.9%+4.8pp |
| Annual return | -16.96% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,144 | $3,184-1.3% | $4,951-36.5% | $2,596+21.1% |
| Participant deferral / active EE | $7,394 | $3,384+118.5% | $5,637+31.2% | $4,027+83.6% |
| Admin fee / account holder | $1,624 | $5,755-71.8% | $14,673-88.9% | $5,403-69.9% |