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 | $136,114 | $64,707+110.4% | $112,228+21.3% | $68,494+98.7% |
| Participation rate | 77.0% | 67.2%+9.9pp | 75.1%+2.0pp | 67.9%+9.1pp |
| Annual return | -16.45% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,399 | $2,746+23.8% | $3,635-6.5% | $2,596+30.9% |
| Participant deferral / active EE | $7,898 | $3,565+121.6% | $4,728+67.0% | $4,027+96.1% |
| Admin fee / account holder | $1,435 | $5,232-72.6% | $6,410-77.6% | $5,403-73.4% |