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 | $141,210 | $71,883+96.4% | $86,677+62.9% | $68,494+106.2% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.0pp |
| Annual return | -14.24% | 3.52%-17.8pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,138 | $2,173-1.6% | $2,836-24.6% | $2,596-17.7% |
| Participant deferral / active EE | $4,458 | $3,779+18.0% | $4,656-4.2% | $4,027+10.7% |
| Admin fee / account holder | $12,030 | $6,112+96.8% | $7,493+60.5% | $5,403+122.7% |