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 | $127,149 | $64,707+96.5% | $112,228+13.3% | $68,494+85.6% |
| Participation rate | 84.7% | 67.2%+17.6pp | 75.1%+9.7pp | 67.9%+16.8pp |
| Annual return | -18.22% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,971 | $2,746+8.2% | $3,635-18.3% | $2,596+14.4% |
| Participant deferral / active EE | $8,528 | $3,565+139.2% | $4,728+80.4% | $4,027+111.8% |
| Admin fee / account holder | $5,398 | $5,232+3.2% | $6,410-15.8% | $5,403-0.1% |