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 5-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 | $201,130 | $76,912+161.5% | $129,110+55.8% | $68,494+193.6% |
| Participation rate | 90.9% | 69.1%+21.8pp | 77.3%+13.7pp | 67.9%+23.0pp |
| Annual return | -17.71% | -9.78%-7.9pp | -10.94%-6.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,165 | $3,243+28.4% | $5,052-17.6% | $2,596+60.4% |
| Participant deferral / active EE | $8,729 | $4,732+84.5% | $6,542+33.4% | $4,027+116.7% |
| Admin fee / account holder | $1,356 | $6,638-79.6% | $14,302-90.5% | $5,403-74.9% |