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 | $139,559 | $71,883+94.1% | $86,677+61.0% | $68,494+103.8% |
| Participation rate | 75.7% | 72.2%+3.4pp | 76.6%-0.9pp | 67.9%+7.8pp |
| Annual return | -18.64% | 3.52%-22.2pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,158 | $2,173-0.7% | $2,836-23.9% | $2,596-16.9% |
| Participant deferral / active EE | $6,356 | $3,779+68.2% | $4,656+36.5% | $4,027+57.8% |
| Admin fee / account holder | $11,116 | $6,112+81.9% | $7,493+48.3% | $5,403+105.7% |