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 | $119,378 | $71,883+66.1% | $86,677+37.7% | $68,494+74.3% |
| Participation rate | 93.9% | 72.2%+21.6pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -17.09% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,779 | $2,173+27.9% | $2,836-2.0% | $2,596+7.0% |
| Participant deferral / active EE | $7,211 | $3,779+90.8% | $4,656+54.9% | $4,027+79.0% |
| Admin fee / account holder | $2,232 | $6,112-63.5% | $7,493-70.2% | $5,403-58.7% |