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 | $208,208 | $81,900+154.2% | $119,609+74.1% | $68,494+204.0% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -15.60% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,633 | $2,693+34.9% | $4,232-14.2% | $2,596+39.9% |
| Participant deferral / active EE | $7,472 | $4,148+80.1% | $5,602+33.4% | $4,027+85.5% |
| Admin fee / account holder | $4,369 | $6,582-33.6% | $10,323-57.7% | $5,403-19.1% |