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 | $135,256 | $73,004+85.3% | $90,749+49.0% | $68,494+97.5% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -12.31% | -13.81%+1.5pp | -12.16%-0.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,446 | $2,193+11.5% | $2,921-16.3% | $2,596-5.8% |
| Participant deferral / active EE | $4,150 | $3,627+14.4% | $4,564-9.1% | $4,027+3.0% |
| Admin fee / account holder | $11,642 | $5,896+97.5% | $8,445+37.9% | $5,403+115.5% |