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 | $125,957 | $76,912+63.8% | $129,110-2.4% | $68,494+83.9% |
| Participation rate | 92.0% | 69.1%+22.9pp | 77.3%+14.7pp | 67.9%+24.1pp |
| Annual return | -14.95% | -9.78%-5.2pp | -10.94%-4.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,893 | $3,243+20.0% | $5,052-22.9% | $2,596+49.9% |
| Participant deferral / active EE | $11,750 | $4,732+148.3% | $6,542+79.6% | $4,027+191.8% |
| Admin fee / account holder | $1,139 | $6,638-82.8% | $14,302-92.0% | $5,403-78.9% |