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 | $142,406 | $72,388+96.7% | $111,392+27.8% | $64,186+121.9% |
| Participation rate | 77.5% | 70.5%+7.0pp | 78.9%-1.4pp | 69.6%+7.9pp |
| Annual return | -4.59% | -1.50%-3.1pp | -2.06%-2.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,476 | $3,000-50.8% | $4,328-65.9% | $2,381-38.0% |
| Participant deferral / active EE | $5,265 | $4,241+24.1% | $5,567-5.4% | $3,470+51.8% |
| Admin fee / account holder | $1,003 | $5,719-82.5% | $12,266-91.8% | $4,888-79.5% |