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 | $157,299 | $110,094+42.9% | $151,611+3.8% | $68,494+129.7% |
| Participation rate | 94.3% | 84.0%+10.3pp | 87.5%+6.8pp | 67.9%+26.4pp |
| Annual return | -12.30% | -10.12%-2.2pp | 3.33%-15.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $8,813 | $4,471+97.1% | $6,166+42.9% | $2,596+239.4% |
| Participant deferral / active EE | $12,605 | $6,527+93.1% | $8,363+50.7% | $4,027+213.0% |
| Admin fee / account holder | $1,298 | $7,719-83.2% | $11,616-88.8% | $5,403-76.0% |