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 | $124,454 | $73,004+70.5% | $90,749+37.1% | $68,494+81.7% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.6pp | 67.9%+17.4pp |
| Annual return | -16.71% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,944 | $2,193+79.9% | $2,921+35.0% | $2,596+51.9% |
| Participant deferral / active EE | $6,755 | $3,627+86.3% | $4,564+48.0% | $4,027+67.7% |
| Admin fee / account holder | $9,262 | $5,896+57.1% | $8,445+9.7% | $5,403+71.4% |