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 | $132,528 | $73,004+81.5% | $90,749+46.0% | $68,494+93.5% |
| Participation rate | 85.3% | 70.8%+14.5pp | 75.7%+9.6pp | 67.9%+17.4pp |
| Annual return | -15.06% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,113 | $2,193+133.2% | $2,921+75.0% | $2,596+96.9% |
| Participant deferral / active EE | $5,306 | $3,627+46.3% | $4,564+16.3% | $4,027+31.8% |
| Admin fee / account holder | $4,961 | $5,896-15.9% | $8,445-41.3% | $5,403-8.2% |