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 | $141,532 | $71,883+96.9% | $86,677+63.3% | $68,494+106.6% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.8pp | 67.9%+4.8pp |
| Annual return | -16.76% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,114 | $2,173+89.3% | $2,836+45.0% | $2,596+58.5% |
| Participant deferral / active EE | $6,646 | $3,779+75.9% | $4,656+42.8% | $4,027+65.0% |
| Admin fee / account holder | $9,784 | $6,112+60.1% | $7,493+30.6% | $5,403+81.1% |