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 | $132,282 | $59,805+121.2% | $79,550+66.3% | $68,494+93.1% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -15.75% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,659 | $1,505+76.7% | $2,413+10.2% | $2,596+2.4% |
| Participant deferral / active EE | $7,615 | $3,024+151.8% | $3,985+91.1% | $4,027+89.1% |
| Admin fee / account holder | $3,056 | $4,835-36.8% | $6,832-55.3% | $5,403-43.4% |