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 | $133,102 | $73,004+82.3% | $90,749+46.7% | $68,494+94.3% |
| Participation rate | 94.9% | 70.8%+24.0pp | 75.7%+19.2pp | 67.9%+27.0pp |
| Annual return | -14.52% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $10,883 | $2,193+396.3% | $2,921+272.6% | $2,596+319.2% |
| Participant deferral / active EE | $7,110 | $3,627+96.0% | $4,564+55.8% | $4,027+76.5% |
| Admin fee / account holder | $5,053 | $5,896-14.3% | $8,445-40.2% | $5,403-6.5% |