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 | $129,501 | $71,883+80.2% | $86,677+49.4% | $68,494+89.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.21% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,776 | $2,173+27.8% | $2,836-2.1% | $2,596+6.9% |
| Participant deferral / active EE | $9,137 | $3,779+141.8% | $4,656+96.2% | $4,027+126.9% |
| Admin fee / account holder | $6,541 | $6,112+7.0% | $7,493-12.7% | $5,403+21.1% |