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 | $138,085 | $64,707+113.4% | $112,228+23.0% | $68,494+101.6% |
| Participation rate | 83.9% | 67.2%+16.7pp | 75.1%+8.8pp | 67.9%+16.0pp |
| Annual return | -13.70% | -11.40%-2.3pp | 27.45%-41.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,641 | $2,746-3.8% | $3,635-27.3% | $2,596+1.7% |
| Participant deferral / active EE | $4,285 | $3,565+20.2% | $4,728-9.4% | $4,027+6.4% |
| Admin fee / account holder | $10,662 | $5,232+103.8% | $6,410+66.3% | $5,403+97.3% |