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 | $194,887 | $82,664+135.8% | $125,339+55.5% | $68,494+184.5% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -16.11% | -5.97%-10.1pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,673 | $3,381+8.6% | $4,814-23.7% | $2,596+41.5% |
| Participant deferral / active EE | $8,162 | $6,110+33.6% | $7,446+9.6% | $4,027+102.7% |
| Admin fee / account holder | $7,768 | $6,275+23.8% | $10,010-22.4% | $5,403+43.8% |