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 | $135,049 | $110,094+22.7% | $151,611-10.9% | $68,494+97.2% |
| Participation rate | 78.0% | 84.0%-5.9pp | 87.5%-9.5pp | 67.9%+10.1pp |
| Annual return | -18.28% | -10.12%-8.2pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,549 | $4,471+24.1% | $6,166-10.0% | $2,596+113.7% |
| Participant deferral / active EE | $14,003 | $6,527+114.5% | $8,363+67.4% | $4,027+247.7% |
| Admin fee / account holder | $8,531 | $7,719+10.5% | $11,616-26.6% | $5,403+57.9% |