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 | $125,355 | $81,900+53.1% | $119,609+4.8% | $68,494+83.0% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -16.32% | -23.82%+7.5pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,772 | $2,693+77.2% | $4,232+12.8% | $2,596+83.8% |
| Participant deferral / active EE | $6,573 | $4,148+58.5% | $5,602+17.3% | $4,027+63.2% |
| Admin fee / account holder | $2,090 | $6,582-68.3% | $10,323-79.8% | $5,403-61.3% |