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 | $114,048 | $64,707+76.3% | $112,228+1.6% | $68,494+66.5% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -15.18% | -11.40%-3.8pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,145 | $2,746+51.0% | $3,635+14.0% | $2,596+59.7% |
| Participant deferral / active EE | $12,049 | $3,565+238.0% | $4,728+154.8% | $4,027+199.2% |
| Admin fee / account holder | $4,626 | $5,232-11.6% | $6,410-27.8% | $5,403-14.4% |