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 | $192,983 | $81,900+135.6% | $119,609+61.3% | $68,494+181.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.65% | -23.82%+6.2pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $12,218 | $2,693+353.6% | $4,232+188.7% | $2,596+370.6% |
| Participant deferral / active EE | $11,356 | $4,148+173.8% | $5,602+102.7% | $4,027+182.0% |
| Admin fee / account holder | $2,661 | $6,582-59.6% | $10,323-74.2% | $5,403-50.8% |