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 | $177,401 | $81,900+116.6% | $119,609+48.3% | $68,494+159.0% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -16.80% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,717 | $2,693+75.1% | $4,232+11.5% | $2,596+81.7% |
| Participant deferral / active EE | $12,057 | $4,148+190.7% | $5,602+115.2% | $4,027+199.4% |
| Admin fee / account holder | $5,519 | $6,582-16.1% | $10,323-46.5% | $5,403+2.2% |