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 | $121,637 | $71,883+69.2% | $86,677+40.3% | $68,494+77.6% |
| Participation rate | 89.8% | 72.2%+17.6pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -12.87% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,676 | $2,173+23.2% | $2,836-5.6% | $2,596+3.1% |
| Participant deferral / active EE | $5,020 | $3,779+32.8% | $4,656+7.8% | $4,027+24.6% |
| Admin fee / account holder | $5,187 | $6,112-15.1% | $7,493-30.8% | $5,403-4.0% |