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 | $124,756 | $71,883+73.6% | $86,677+43.9% | $68,494+82.1% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -17.29% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $9,604 | $2,173+342.0% | $2,836+238.6% | $2,596+269.9% |
| Participant deferral / active EE | $3,544 | $3,779-6.2% | $4,656-23.9% | $4,027-12.0% |
| Admin fee / account holder | $7,421 | $6,112+21.4% | $7,493-1.0% | $5,403+37.4% |