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 | $218,670 | $73,867+196.0% | $143,757+52.1% | $68,494+219.3% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -9.19% | 1.01%-10.2pp | -0.04%-9.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $7,390 | $3,184+132.1% | $4,951+49.3% | $2,596+184.6% |
| Participant deferral / active EE | $6,243 | $3,384+84.5% | $5,637+10.8% | $4,027+55.0% |
| Admin fee / account holder | $3,550 | $5,755-38.3% | $14,673-75.8% | $5,403-34.3% |