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 | $117,139 | $73,004+60.5% | $90,749+29.1% | $68,494+71.0% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -12.34% | -13.81%+1.5pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,222 | $2,193+1.3% | $2,921-23.9% | $2,596-14.4% |
| Participant deferral / active EE | $4,895 | $3,627+35.0% | $4,564+7.3% | $4,027+21.6% |
| Admin fee / account holder | $2,922 | $5,896-50.4% | $8,445-65.4% | $5,403-45.9% |