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 | $124,648 | $71,883+73.4% | $86,677+43.8% | $68,494+82.0% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -16.60% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,157 | $2,173-0.7% | $2,836-23.9% | $2,596-16.9% |
| Participant deferral / active EE | $6,440 | $3,779+70.4% | $4,656+38.3% | $4,027+59.9% |
| Admin fee / account holder | $1,557 | $6,112-74.5% | $7,493-79.2% | $5,403-71.2% |