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 | $136,276 | $71,883+89.6% | $86,677+57.2% | $68,494+99.0% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -3.84% | 3.52%-7.4pp | 35.91%-39.7pp | -7.84%+4.0pp |
| Employer contribution / active EE | $2,582 | $2,173+18.8% | $2,836-9.0% | $2,596-0.6% |
| Participant deferral / active EE | $7,002 | $3,779+85.3% | $4,656+50.4% | $4,027+73.9% |
| Admin fee / account holder | $9,581 | $6,112+56.8% | $7,493+27.9% | $5,403+77.3% |