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 | $121,555 | $64,707+87.9% | $112,228+8.3% | $68,494+77.5% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -15.75% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,223 | $2,746-55.4% | $3,635-66.3% | $2,596-52.9% |
| Participant deferral / active EE | $6,579 | $3,565+84.6% | $4,728+39.2% | $4,027+63.4% |
| Admin fee / account holder | $6,039 | $5,232+15.4% | $6,410-5.8% | $5,403+11.8% |