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 | $205,906 | $73,867+178.8% | $143,757+43.2% | $68,494+200.6% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -18.38% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $6,564 | $3,184+106.1% | $4,951+32.6% | $2,596+152.8% |
| Participant deferral / active EE | $10,201 | $3,384+201.4% | $5,637+81.0% | $4,027+153.3% |
| Admin fee / account holder | $1,242 | $5,755-78.4% | $14,673-91.5% | $5,403-77.0% |