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 | $209,167 | $73,004+186.5% | $90,749+130.5% | $68,494+205.4% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -13.72% | -13.81%+0.1pp | -12.16%-1.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,353 | $2,193+189.7% | $2,921+117.5% | $2,596+144.7% |
| Participant deferral / active EE | $16,485 | $3,627+354.6% | $4,564+261.2% | $4,027+309.3% |
| Admin fee / account holder | $17,996 | $5,896+205.2% | $8,445+113.1% | $5,403+233.1% |