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 | $160,003 | $81,900+95.4% | $119,609+33.8% | $68,494+133.6% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.6pp | 67.9%+29.9pp |
| Annual return | -15.98% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,359 | $2,693-12.4% | $4,232-44.3% | $2,596-9.1% |
| Participant deferral / active EE | $8,457 | $4,148+103.9% | $5,602+51.0% | $4,027+110.0% |
| Admin fee / account holder | $2,779 | $6,582-57.8% | $10,323-73.1% | $5,403-48.6% |