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 | $129,222 | $64,707+99.7% | $112,228+15.1% | $68,494+88.7% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -16.58% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,133 | $2,746+14.1% | $3,635-13.8% | $2,596+20.7% |
| Participant deferral / active EE | $2,486 | $3,565-30.3% | $4,728-47.4% | $4,027-38.3% |
| Admin fee / account holder | $988 | $5,232-81.1% | $6,410-84.6% | $5,403-81.7% |