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 | $143,734 | $42,894+235.1% | $60,874+136.1% | $68,494+109.8% |
| Participation rate | 92.0% | 66.8%+25.2pp | 73.1%+18.9pp | 67.9%+24.1pp |
| Annual return | -18.14% | -13.98%-4.2pp | 16.90%-35.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,908 | $1,978+97.6% | $2,701+44.7% | $2,596+50.5% |
| Participant deferral / active EE | $6,234 | $2,867+117.4% | $3,817+63.3% | $4,027+54.8% |
| Admin fee / account holder | $10,598 | $3,101+241.8% | $3,224+228.7% | $5,403+96.2% |