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 | $123,124 | $72,607+69.6% | $90,749+35.7% | $66,914+84.0% |
| Participation rate | 95.2% | 73.7%+21.5pp | 75.7%+19.5pp | 69.8%+25.4pp |
| Annual return | -14.91% | -12.28%-2.6pp | -12.16%-2.7pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,274 | $2,369-4.0% | $2,921-22.2% | $2,544-10.6% |
| Participant deferral / active EE | $5,007 | $3,977+25.9% | $4,564+9.7% | $4,237+18.2% |
| Admin fee / account holder | $7,543 | $707+966.5% | $8,445-10.7% | $593+1171.4% |