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 | $145,187 | $76,912+88.8% | $129,110+12.5% | $68,494+112.0% |
| Participation rate | 98.2% | 69.1%+29.1pp | 77.3%+21.0pp | 67.9%+30.3pp |
| Annual return | -12.38% | -9.78%-2.6pp | -10.94%-1.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,909 | $3,243-10.3% | $5,052-42.4% | $2,596+12.0% |
| Participant deferral / active EE | $6,625 | $4,732+40.0% | $6,542+1.3% | $4,027+64.5% |
| Admin fee / account holder | $5,184 | $6,638-21.9% | $14,302-63.8% | $5,403-4.1% |