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 | $141,829 | $71,883+97.3% | $86,677+63.6% | $68,494+107.1% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -15.90% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,220 | $2,173+2.2% | $2,836-21.7% | $2,596-14.5% |
| Participant deferral / active EE | $6,191 | $3,779+63.8% | $4,656+33.0% | $4,027+53.7% |
| Admin fee / account holder | $7,498 | $6,112+22.7% | $7,493+0.1% | $5,403+38.8% |