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 | $207,490 | $82,664+151.0% | $125,339+65.5% | $68,494+202.9% |
| Participation rate | 83.1% | 75.0%+8.1pp | 82.4%+0.7pp | 67.9%+15.2pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $6,939 | $3,381+105.2% | $4,814+44.1% | $2,596+167.2% |
| Participant deferral / active EE | $6,510 | $6,110+6.5% | $7,446-12.6% | $4,027+61.6% |
| Admin fee / account holder | $17,700 | $6,275+182.1% | $10,010+76.8% | $5,403+227.6% |