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 | $137,033 | $64,707+111.8% | $112,228+22.1% | $68,494+100.1% |
| Participation rate | 89.7% | 67.2%+22.6pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | -16.51% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,807 | $2,746+38.7% | $3,635+4.8% | $2,596+46.6% |
| Participant deferral / active EE | $5,275 | $3,565+48.0% | $4,728+11.6% | $4,027+31.0% |
| Admin fee / account holder | $3,468 | $5,232-33.7% | $6,410-45.9% | $5,403-35.8% |