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 | $122,698 | $64,707+89.6% | $112,228+9.3% | $68,494+79.1% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.1%+12.8pp | 67.9%+20.0pp |
| Annual return | -10.26% | -11.40%+1.1pp | 27.45%-37.7pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,410 | $2,746-12.2% | $3,635-33.7% | $2,596-7.2% |
| Participant deferral / active EE | $5,132 | $3,565+44.0% | $4,728+8.6% | $4,027+27.4% |
| Admin fee / account holder | $1,636 | $5,232-68.7% | $6,410-74.5% | $5,403-69.7% |