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 | $152,136 | $73,867+106.0% | $143,757+5.8% | $68,494+122.1% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -16.92% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,960 | $3,184-7.0% | $4,951-40.2% | $2,596+14.0% |
| Participant deferral / active EE | $7,995 | $3,384+136.2% | $5,637+41.8% | $4,027+98.5% |
| Admin fee / account holder | $26,107 | $5,755+353.7% | $14,673+77.9% | $5,403+383.2% |