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 | $202,773 | $86,655+134.0% | $119,609+69.5% | $66,914+203.0% |
| Participation rate | 74.1% | 75.6%-1.5pp | 79.3%-5.2pp | 69.8%+4.3pp |
| Annual return | -17.95% | -8.00%-10.0pp | -14.97%-3.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,247 | $2,536+67.5% | $4,232+0.4% | $2,544+66.9% |
| Participant deferral / active EE | $9,009 | $4,358+106.7% | $5,602+60.8% | $4,237+112.6% |
| Admin fee / account holder | $18,619 | $755+2367.0% | $10,323+80.4% | $593+3038.5% |