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 | $129,396 | $64,707+100.0% | $112,228+15.3% | $68,494+88.9% |
| Participation rate | 95.5% | 67.2%+28.3pp | 75.1%+20.4pp | 67.9%+27.6pp |
| Annual return | -16.88% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,238 | $2,746+127.2% | $3,635+71.6% | $2,596+140.3% |
| Participant deferral / active EE | $6,824 | $3,565+91.4% | $4,728+44.3% | $4,027+69.5% |
| Admin fee / account holder | $17,087 | $5,232+226.6% | $6,410+166.6% | $5,403+216.3% |