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 | $139,778 | $79,633+75.5% | $93,789+49.0% | $68,494+104.1% |
| Participation rate | 99.0% | 75.4%+23.6pp | 81.0%+18.0pp | 67.9%+31.1pp |
| Annual return | -17.55% | -0.10%-17.4pp | -11.33%-6.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,160 | $3,665+68.1% | $4,323+42.5% | $2,596+137.2% |
| Participant deferral / active EE | $9,721 | $5,158+88.5% | $6,094+59.5% | $4,027+141.4% |
| Admin fee / account holder | $6,797 | $6,871-1.1% | $7,195-5.5% | $5,403+25.8% |