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 | $144,965 | $81,900+77.0% | $119,609+21.2% | $68,494+111.6% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.5pp | 67.9%+28.8pp |
| Annual return | -16.45% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,222 | $2,693-17.5% | $4,232-47.5% | $2,596-14.4% |
| Participant deferral / active EE | $11,382 | $4,148+174.4% | $5,602+103.2% | $4,027+182.6% |
| Admin fee / account holder | $5,899 | $6,582-10.4% | $10,323-42.9% | $5,403+9.2% |