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 | $124,957 | $71,883+73.8% | $86,677+44.2% | $68,494+82.4% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -4.12% | 3.52%-7.6pp | 35.91%-40.0pp | -7.84%+3.7pp |
| Employer contribution / active EE | $2,550 | $2,173+17.4% | $2,836-10.1% | $2,596-1.8% |
| Participant deferral / active EE | $2,722 | $3,779-28.0% | $4,656-41.5% | $4,027-32.4% |
| Admin fee / account holder | $2,143 | $6,112-64.9% | $7,493-71.4% | $5,403-60.3% |