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 4-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 | $212,236 | $81,900+159.1% | $119,609+77.4% | $68,494+209.9% |
| Participation rate | 89.5% | 71.9%+17.6pp | 79.3%+10.2pp | 67.9%+21.6pp |
| Annual return | -11.09% | -23.82%+12.7pp | -14.97%+3.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,690 | $2,693-37.2% | $4,232-60.1% | $2,596-34.9% |
| Participant deferral / active EE | $9,545 | $4,148+130.1% | $5,602+70.4% | $4,027+137.0% |
| Admin fee / account holder | $1,759 | $6,582-73.3% | $10,323-83.0% | $5,403-67.4% |