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 | $118,216 | $72,404+63.3% | $110,238+7.2% | $64,186+84.2% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | -6.14% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,544 | $2,282+11.5% | $3,826-33.5% | $2,381+6.8% |
| Participant deferral / active EE | $5,706 | $3,469+64.5% | $4,672+22.1% | $3,470+64.5% |
| Admin fee / account holder | $1,856 | $5,664-67.2% | $8,547-78.3% | $4,888-62.0% |