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 | $114,263 | $71,883+59.0% | $86,677+31.8% | $68,494+66.8% |
| Participation rate | 90.4% | 72.2%+18.1pp | 76.6%+13.8pp | 67.9%+22.5pp |
| Annual return | -16.03% | 3.52%-19.6pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,442 | $2,173+12.4% | $2,836-13.9% | $2,596-5.9% |
| Participant deferral / active EE | $5,200 | $3,779+37.6% | $4,656+11.7% | $4,027+29.1% |
| Admin fee / account holder | $1,347 | $6,112-78.0% | $7,493-82.0% | $5,403-75.1% |