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 7-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 | $129,730 | $71,883+80.5% | $86,677+49.7% | $68,494+89.4% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -15.83% | 3.52%-19.4pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,351 | $2,173+8.2% | $2,836-17.1% | $2,596-9.5% |
| Participant deferral / active EE | $4,262 | $3,779+12.8% | $4,656-8.4% | $4,027+5.8% |
| Admin fee / account holder | $9,998 | $6,112+63.6% | $7,493+33.4% | $5,403+85.1% |