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 | $202,259 | $81,900+147.0% | $119,609+69.1% | $68,494+195.3% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -17.32% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,891 | $2,693+44.5% | $4,232-8.1% | $2,596+49.9% |
| Participant deferral / active EE | $6,296 | $4,148+51.8% | $5,602+12.4% | $4,027+56.3% |
| Admin fee / account holder | $6,577 | $6,582-0.1% | $10,323-36.3% | $5,403+21.7% |