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 | $219,402 | $82,664+165.4% | $125,339+75.0% | $68,494+220.3% |
| Participation rate | 98.2% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -13.60% | -5.97%-7.6pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,781 | $3,381+11.8% | $4,814-21.5% | $2,596+45.6% |
| Participant deferral / active EE | $13,216 | $6,110+116.3% | $7,446+77.5% | $4,027+228.2% |
| Admin fee / account holder | $10,319 | $6,275+64.4% | $10,010+3.1% | $5,403+91.0% |