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 | $229,978 | $81,900+180.8% | $119,609+92.3% | $68,494+235.8% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -12.03% | -23.82%+11.8pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,778 | $2,693+114.5% | $4,232+36.5% | $2,596+122.5% |
| Participant deferral / active EE | $8,964 | $4,148+116.1% | $5,602+60.0% | $4,027+122.6% |
| Admin fee / account holder | $5,689 | $6,582-13.6% | $10,323-44.9% | $5,403+5.3% |