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 | $132,264 | $64,707+104.4% | $112,228+17.9% | $68,494+93.1% |
| Participation rate | 71.0% | 67.2%+3.8pp | 75.1%-4.1pp | 67.9%+3.1pp |
| Annual return | -14.31% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,228 | $2,746+17.6% | $3,635-11.2% | $2,596+24.3% |
| Participant deferral / active EE | $6,243 | $3,565+75.1% | $4,728+32.1% | $4,027+55.0% |
| Admin fee / account holder | $5,897 | $5,232+12.7% | $6,410-8.0% | $5,403+9.2% |