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 | $136,384 | $81,900+66.5% | $119,609+14.0% | $68,494+99.1% |
| Participation rate | 79.6% | 71.9%+7.7pp | 79.3%+0.3pp | 67.9%+11.7pp |
| Annual return | 7.66% | -23.82%+31.5pp | -14.97%+22.6pp | -7.84%+15.5pp |
| Employer contribution / active EE | $2,665 | $2,693-1.0% | $4,232-37.0% | $2,596+2.7% |
| Participant deferral / active EE | $7,966 | $4,148+92.1% | $5,602+42.2% | $4,027+97.8% |
| Admin fee / account holder | $14,130 | $6,582+114.7% | $10,323+36.9% | $5,403+161.5% |