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 | $130,070 | $81,900+58.8% | $119,609+8.7% | $68,494+89.9% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -17.96% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,749 | $2,693+2.1% | $4,232-35.0% | $2,596+5.9% |
| Participant deferral / active EE | $4,231 | $4,148+2.0% | $5,602-24.5% | $4,027+5.1% |
| Admin fee / account holder | $3,384 | $6,582-48.6% | $10,323-67.2% | $5,403-37.4% |