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 | $136,987 | $81,900+67.3% | $119,609+14.5% | $68,494+100.0% |
| Participation rate | 93.5% | 71.9%+21.6pp | 79.3%+14.2pp | 67.9%+25.6pp |
| Annual return | -15.21% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $738 | $2,693-72.6% | $4,232-82.6% | $2,596-71.6% |
| Participant deferral / active EE | $6,171 | $4,148+48.8% | $5,602+10.2% | $4,027+53.2% |
| Admin fee / account holder | $6,954 | $6,582+5.7% | $10,323-32.6% | $5,403+28.7% |