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 | $125,083 | $167,484-25.3% | $151,611-17.5% | $134,475-7.0% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.5%+8.2pp | 81.2%+14.4pp |
| Annual return | -17.10% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,998 | $6,829-41.5% | $6,166-35.2% | $4,740-15.6% |
| Participant deferral / active EE | $4,943 | $8,986-45.0% | $8,363-40.9% | $6,400-22.8% |
| Admin fee / account holder | $14,966 | $13,783+8.6% | $11,616+28.8% | $11,426+31.0% |