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 | $124,199 | $71,883+72.8% | $86,677+43.3% | $68,494+81.3% |
| Participation rate | 86.1% | 72.2%+13.9pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -16.07% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,181 | $2,173+230.5% | $2,836+153.2% | $2,596+176.6% |
| Participant deferral / active EE | $6,138 | $3,779+62.4% | $4,656+31.8% | $4,027+52.4% |
| Admin fee / account holder | $8,521 | $6,112+39.4% | $7,493+13.7% | $5,403+57.7% |