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 | $212,838 | $110,094+93.3% | $151,611+40.4% | $68,494+210.7% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -13.05% | -10.12%-2.9pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $12,766 | $4,471+185.6% | $6,166+107.0% | $2,596+391.7% |
| Participant deferral / active EE | $15,314 | $6,527+134.6% | $8,363+83.1% | $4,027+280.3% |
| Admin fee / account holder | $6,506 | $7,719-15.7% | $11,616-44.0% | $5,403+20.4% |