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 | $129,517 | $71,883+80.2% | $86,677+49.4% | $68,494+89.1% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -17.44% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,778 | $2,173+27.8% | $2,836-2.1% | $2,596+7.0% |
| Participant deferral / active EE | $5,578 | $3,779+47.6% | $4,656+19.8% | $4,027+38.5% |
| Admin fee / account holder | $10,756 | $6,112+76.0% | $7,493+43.5% | $5,403+99.1% |