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 | $112,593 | $64,707+74.0% | $112,228+0.3% | $68,494+64.4% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.3pp |
| Annual return | -17.56% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,080 | $2,746+48.6% | $3,635+12.3% | $2,596+57.1% |
| Participant deferral / active EE | $9,065 | $3,565+154.3% | $4,728+91.7% | $4,027+125.1% |
| Admin fee / account holder | $5,274 | $5,232+0.8% | $6,410-17.7% | $5,403-2.4% |