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 | $152,298 | $81,900+86.0% | $119,609+27.3% | $68,494+122.4% |
| Participation rate | 97.2% | 71.9%+25.3pp | 79.3%+18.0pp | 67.9%+29.3pp |
| Annual return | -15.08% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,020 | $2,693+12.1% | $4,232-28.6% | $2,596+16.3% |
| Participant deferral / active EE | $10,255 | $4,148+147.2% | $5,602+83.1% | $4,027+154.6% |
| Admin fee / account holder | $805 | $6,582-87.8% | $10,323-92.2% | $5,403-85.1% |