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 | $128,633 | $81,900+57.1% | $119,609+7.5% | $68,494+87.8% |
| Participation rate | 73.3% | 71.9%+1.4pp | 79.3%-5.9pp | 67.9%+5.4pp |
| Annual return | -17.05% | -23.82%+6.8pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,916 | $2,693+119.6% | $4,232+39.8% | $2,596+127.9% |
| Participant deferral / active EE | $6,220 | $4,148+50.0% | $5,602+11.0% | $4,027+54.4% |
| Admin fee / account holder | $8,810 | $6,582+33.9% | $10,323-14.7% | $5,403+63.1% |