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 | $156,085 | $64,707+141.2% | $112,228+39.1% | $68,494+127.9% |
| Participation rate | 85.1% | 67.2%+18.0pp | 75.1%+10.0pp | 67.9%+17.2pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,895 | $2,746+41.8% | $3,635+7.2% | $2,596+50.0% |
| Participant deferral / active EE | $6,352 | $3,565+78.2% | $4,728+34.4% | $4,027+57.7% |
| Admin fee / account holder | $14,732 | $5,232+181.6% | $6,410+129.8% | $5,403+172.7% |