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 | $143,364 | $73,004+96.4% | $90,749+58.0% | $68,494+109.3% |
| Participation rate | 88.1% | 70.8%+17.2pp | 75.7%+12.4pp | 67.9%+20.2pp |
| Annual return | -17.54% | -13.81%-3.7pp | -12.16%-5.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,922 | $2,193+33.2% | $2,9210% | $2,596+12.5% |
| Participant deferral / active EE | $8,549 | $3,627+135.7% | $4,564+87.3% | $4,027+112.3% |
| Admin fee / account holder | $12,072 | $5,896+104.8% | $8,445+43.0% | $5,403+123.4% |