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 | $84,729 | $46,674+81.5% | $117,472-27.9% | $68,494+23.7% |
| Participation rate | 78.0% | 56.8%+21.3pp | 70.6%+7.5pp | 67.9%+10.2pp |
| Annual return | -15.60% | -14.52%-1.1pp | 29.74%-45.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,631 | $1,505+8.4% | $4,176-60.9% | $2,596-37.2% |
| Participant deferral / active EE | $5,154 | $2,636+95.5% | $4,070+26.6% | $4,027+28.0% |
| Admin fee / account holder | $6,812 | $4,020+69.5% | $5,645+20.7% | $5,403+26.1% |