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 | $128,323 | $72,177+77.8% | $115,037+11.5% | $59,632+115.2% |
| Participation rate | 76.0% | 72.6%+3.4pp | 81.4%-5.4pp | 68.7%+7.3pp |
| Annual return | -0.47% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,837 | $2,841-0.2% | $4,608-38.4% | $2,203+28.8% |
| Participant deferral / active EE | $6,292 | $4,783+31.5% | $6,026+4.4% | $3,192+97.1% |
| Admin fee / account holder | $336 | $4,927-93.2% | $8,175-95.9% | $4,297-92.2% |