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 | $112,457 | $64,707+73.8% | $112,228+0.2% | $68,494+64.2% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -15.02% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $9,498 | $2,746+245.9% | $3,635+161.3% | $2,596+265.8% |
| Participant deferral / active EE | $4,263 | $3,565+19.6% | $4,728-9.8% | $4,027+5.9% |
| Admin fee / account holder | $7,272 | $5,232+39.0% | $6,410+13.4% | $5,403+34.6% |