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 | $136,643 | $71,883+90.1% | $86,677+57.6% | $68,494+99.5% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -16.54% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $14,384 | $2,173+562.0% | $2,836+407.1% | $2,596+454.0% |
| Participant deferral / active EE | $4,996 | $3,779+32.2% | $4,656+7.3% | $4,027+24.1% |
| Admin fee / account holder | $809 | $6,112-86.8% | $7,493-89.2% | $5,403-85.0% |