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 | $120,873 | $71,883+68.2% | $86,677+39.5% | $68,494+76.5% |
| Participation rate | 87.0% | 72.2%+14.8pp | 76.6%+10.5pp | 67.9%+19.1pp |
| Annual return | -16.49% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,430 | $2,173+11.8% | $2,836-14.3% | $2,596-6.4% |
| Participant deferral / active EE | $8,054 | $3,779+113.1% | $4,656+73.0% | $4,027+100.0% |
| Admin fee / account holder | $2,698 | $6,112-55.9% | $7,493-64.0% | $5,403-50.1% |