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 | $135,626 | $71,883+88.7% | $86,677+56.5% | $68,494+98.0% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -17.48% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,983 | $2,173+37.3% | $2,836+5.2% | $2,596+14.9% |
| Participant deferral / active EE | $6,269 | $3,779+65.9% | $4,656+34.6% | $4,027+55.7% |
| Admin fee / account holder | $920 | $6,112-84.9% | $7,493-87.7% | $5,403-83.0% |