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 | $133,145 | $64,707+105.8% | $112,228+18.6% | $68,494+94.4% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -19.40% | -11.40%-8.0pp | 27.45%-46.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,028 | $2,746+10.3% | $3,635-16.7% | $2,596+16.6% |
| Participant deferral / active EE | $5,804 | $3,565+62.8% | $4,728+22.8% | $4,027+44.1% |
| Admin fee / account holder | $20,598 | $5,232+293.7% | $6,410+221.3% | $5,403+281.3% |