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 | $124,787 | $64,707+92.8% | $112,228+11.2% | $68,494+82.2% |
| Participation rate | 87.8% | 67.2%+20.7pp | 75.1%+12.7pp | 67.9%+19.9pp |
| Annual return | -18.11% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,235 | $2,746-55.0% | $3,635-66.0% | $2,596-52.4% |
| Participant deferral / active EE | $7,584 | $3,565+112.7% | $4,728+60.4% | $4,027+88.3% |
| Admin fee / account holder | $1,532 | $5,232-70.7% | $6,410-76.1% | $5,403-71.7% |