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 | $153,744 | $81,900+87.7% | $119,609+28.5% | $68,494+124.5% |
| Participation rate | 97.2% | 71.9%+25.3pp | 79.3%+18.0pp | 67.9%+29.3pp |
| Annual return | -18.19% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,930 | $2,693+45.9% | $4,232-7.1% | $2,596+51.4% |
| Participant deferral / active EE | $5,695 | $4,148+37.3% | $5,602+1.7% | $4,027+41.4% |
| Admin fee / account holder | $1,709 | $6,582-74.0% | $10,323-83.4% | $5,403-68.4% |