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 | $126,388 | $76,912+64.3% | $129,110-2.1% | $68,494+84.5% |
| Participation rate | 88.2% | 69.1%+19.1pp | 77.3%+11.0pp | 67.9%+20.3pp |
| Annual return | -15.55% | -9.78%-5.8pp | -10.94%-4.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,060 | $3,243+86.9% | $5,052+20.0% | $2,596+133.4% |
| Participant deferral / active EE | $6,139 | $4,732+29.7% | $6,542-6.2% | $4,027+52.4% |
| Admin fee / account holder | $28,387 | $6,638+327.7% | $14,302+98.5% | $5,403+425.4% |