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 | $206,591 | $82,664+149.9% | $125,339+64.8% | $68,494+201.6% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,845 | $3,381-15.9% | $4,814-40.9% | $2,596+9.6% |
| Participant deferral / active EE | $8,287 | $6,110+35.6% | $7,446+11.3% | $4,027+105.8% |
| Admin fee / account holder | $3,455 | $6,275-44.9% | $10,010-65.5% | $5,403-36.0% |