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 | $140,357 | $81,900+71.4% | $119,609+17.3% | $68,494+104.9% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -18.13% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,608 | $2,693+34.0% | $4,232-14.7% | $2,596+39.0% |
| Participant deferral / active EE | $11,654 | $4,148+181.0% | $5,602+108.0% | $4,027+189.4% |
| Admin fee / account holder | $353 | $6,582-94.6% | $10,323-96.6% | $5,403-93.5% |