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 | $132,302 | $71,883+84.1% | $86,677+52.6% | $68,494+93.2% |
| Participation rate | 82.8% | 72.2%+10.6pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -15.49% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,967 | $2,173+36.6% | $2,836+4.6% | $2,596+14.3% |
| Participant deferral / active EE | $5,132 | $3,779+35.8% | $4,656+10.2% | $4,027+27.4% |
| Admin fee / account holder | $15,507 | $6,112+153.7% | $7,493+106.9% | $5,403+187.0% |