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 | $130,406 | $64,707+101.5% | $112,228+16.2% | $68,494+90.4% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -16.79% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,827 | $2,746+112.2% | $3,635+60.3% | $2,596+124.4% |
| Participant deferral / active EE | $8,994 | $3,565+152.3% | $4,728+90.2% | $4,027+123.3% |
| Admin fee / account holder | $2,078 | $5,232-60.3% | $6,410-67.6% | $5,403-61.5% |