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 | $128,458 | $73,004+76.0% | $90,749+41.6% | $68,494+87.5% |
| Participation rate | 95.1% | 70.8%+24.3pp | 75.7%+19.4pp | 67.9%+27.2pp |
| Annual return | -14.94% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,232 | $2,193+93.0% | $2,921+44.9% | $2,596+63.0% |
| Participant deferral / active EE | $6,605 | $3,627+82.1% | $4,564+44.7% | $4,027+64.0% |
| Admin fee / account holder | $7,300 | $5,896+23.8% | $8,445-13.6% | $5,403+35.1% |