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 | $136,416 | $81,900+66.6% | $119,609+14.1% | $68,494+99.2% |
| Participation rate | 95.7% | 71.9%+23.9pp | 79.3%+16.5pp | 67.9%+27.9pp |
| Annual return | -18.32% | -23.82%+5.5pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,560 | $2,693-5.0% | $4,232-39.5% | $2,596-1.4% |
| Participant deferral / active EE | $8,867 | $4,148+113.8% | $5,602+58.3% | $4,027+120.2% |
| Admin fee / account holder | $4,349 | $6,582-33.9% | $10,323-57.9% | $5,403-19.5% |