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 | $196,088 | $110,094+78.1% | $151,611+29.3% | $68,494+186.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -16.49% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $15,885 | $4,471+255.3% | $6,166+157.6% | $2,596+511.8% |
| Participant deferral / active EE | $13,251 | $6,527+103.0% | $8,363+58.4% | $4,027+229.0% |
| Admin fee / account holder | $32,196 | $7,719+317.1% | $11,616+177.2% | $5,403+495.9% |