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 | $142,076 | $73,004+94.6% | $90,749+56.6% | $68,494+107.4% |
| Participation rate | 82.9% | 70.8%+12.0pp | 75.7%+7.2pp | 67.9%+15.0pp |
| Annual return | -17.23% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,970 | $2,193+126.7% | $2,921+70.2% | $2,596+91.4% |
| Participant deferral / active EE | $6,008 | $3,627+65.7% | $4,564+31.6% | $4,027+49.2% |
| Admin fee / account holder | $1,508 | $5,896-74.4% | $8,445-82.1% | $5,403-72.1% |