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 | $133,479 | $110,094+21.2% | $151,611-12.0% | $68,494+94.9% |
| Participation rate | 97.6% | 84.0%+13.6pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -16.31% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,021 | $4,471-10.1% | $6,166-34.8% | $2,596+54.9% |
| Participant deferral / active EE | $9,343 | $6,527+43.1% | $8,363+11.7% | $4,027+132.0% |
| Admin fee / account holder | $2,808 | $7,719-63.6% | $11,616-75.8% | $5,403-48.0% |