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 | $132,841 | $81,900+62.2% | $119,609+11.1% | $68,494+93.9% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -15.80% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,025 | $2,693+123.7% | $4,232+42.4% | $2,596+132.1% |
| Participant deferral / active EE | $7,706 | $4,148+85.8% | $5,602+37.5% | $4,027+91.3% |
| Admin fee / account holder | $5,591 | $6,582-15.0% | $10,323-45.8% | $5,403+3.5% |