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 | $141,674 | $73,004+94.1% | $90,749+56.1% | $68,494+106.8% |
| Participation rate | 76.7% | 70.8%+5.8pp | 75.7%+1.0pp | 67.9%+8.8pp |
| Annual return | -17.07% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,549 | $2,193+16.3% | $2,921-12.7% | $2,596-1.8% |
| Participant deferral / active EE | $5,860 | $3,627+61.6% | $4,564+28.4% | $4,027+45.5% |
| Admin fee / account holder | $1,123 | $5,896-81.0% | $8,445-86.7% | $5,403-79.2% |