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 | $132,344 | $73,004+81.3% | $90,749+45.8% | $68,494+93.2% |
| Participation rate | 81.5% | 70.8%+10.6pp | 75.7%+5.8pp | 67.9%+13.6pp |
| Annual return | -17.41% | -13.81%-3.6pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,115 | $2,193+42.1% | $2,921+6.7% | $2,596+20.0% |
| Participant deferral / active EE | $7,120 | $3,627+96.3% | $4,564+56.0% | $4,027+76.8% |
| Admin fee / account holder | $2,900 | $5,896-50.8% | $8,445-65.7% | $5,403-46.3% |