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 | $116,873 | $73,004+60.1% | $90,749+28.8% | $68,494+70.6% |
| Participation rate | 89.9% | 70.8%+19.0pp | 75.7%+14.2pp | 67.9%+22.0pp |
| Annual return | -17.24% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,897 | $2,193+123.3% | $2,921+67.7% | $2,596+88.6% |
| Participant deferral / active EE | $5,550 | $3,627+53.0% | $4,564+21.6% | $4,027+37.8% |
| Admin fee / account holder | $9,761 | $5,896+65.6% | $8,445+15.6% | $5,403+80.7% |