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 | $139,088 | $81,900+69.8% | $119,609+16.3% | $68,494+103.1% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -16.18% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,799 | $2,693+3.9% | $4,232-33.9% | $2,596+7.8% |
| Participant deferral / active EE | $9,143 | $4,148+120.4% | $5,602+63.2% | $4,027+127.0% |
| Admin fee / account holder | $1,308 | $6,582-80.1% | $10,323-87.3% | $5,403-75.8% |