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 | $189,354 | $49,177+285.0% | $79,464+138.3% | $64,186+195.0% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.8pp | 69.6%+19.6pp |
| Annual return | -6.37% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,665 | $2,076+221.0% | $2,800+138.0% | $2,381+179.9% |
| Participant deferral / active EE | $8,147 | $2,821+188.8% | $3,704+120.0% | $3,470+134.8% |
| Admin fee / account holder | $18,753 | $3,839+388.5% | $5,113+266.8% | $4,888+283.7% |