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 | $145,622 | $71,883+102.6% | $86,677+68.0% | $68,494+112.6% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -15.81% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,183 | $2,173+92.5% | $2,836+47.5% | $2,596+61.1% |
| Participant deferral / active EE | $12,651 | $3,779+234.8% | $4,656+171.7% | $4,027+214.1% |
| Admin fee / account holder | $8,233 | $6,112+34.7% | $7,493+9.9% | $5,403+52.4% |