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 | $125,124 | $81,900+52.8% | $119,609+4.6% | $68,494+82.7% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -10.12% | -23.82%+13.7pp | -14.97%+4.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $5,284 | $2,693+96.2% | $4,232+24.9% | $2,596+103.5% |
| Participant deferral / active EE | $7,760 | $4,148+87.1% | $5,602+38.5% | $4,027+92.7% |
| Admin fee / account holder | $6,795 | $6,582+3.2% | $10,323-34.2% | $5,403+25.8% |