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 | $223,208 | $81,900+172.5% | $119,609+86.6% | $68,494+225.9% |
| Participation rate | 76.5% | 71.9%+4.6pp | 79.3%-2.8pp | 67.9%+8.6pp |
| Annual return | -16.01% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,646 | $2,693-1.8% | $4,232-37.5% | $2,596+1.9% |
| Participant deferral / active EE | $7,043 | $4,148+69.8% | $5,602+25.7% | $4,027+74.9% |
| Admin fee / account holder | $474 | $6,582-92.8% | $10,323-95.4% | $5,403-91.2% |