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 | $129,109 | $62,586+106.3% | $76,768+68.2% | $64,186+101.1% |
| Participation rate | 97.6% | 72.8%+24.8pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | -6.85% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,132 | $1,832+16.4% | $2,485-14.2% | $2,381-10.4% |
| Participant deferral / active EE | $4,421 | $3,145+40.6% | $3,852+14.8% | $3,470+27.4% |
| Admin fee / account holder | $4,797 | $4,667+2.8% | $6,675-28.1% | $4,888-1.9% |