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 | $145,268 | $81,900+77.4% | $119,609+21.5% | $68,494+112.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 5.32% | -23.82%+29.1pp | -14.97%+20.3pp | -7.84%+13.2pp |
| Employer contribution / active EE | $5,003 | $2,693+85.8% | $4,232+18.2% | $2,596+92.7% |
| Participant deferral / active EE | $4,063 | $4,148-2.0% | $5,602-27.5% | $4,027+0.9% |
| Admin fee / account holder | $3,399 | $6,582-48.4% | $10,323-67.1% | $5,403-37.1% |