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 | $101,191 | $64,707+56.4% | $112,228-9.8% | $68,494+47.7% |
| Participation rate | 91.0% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.1pp |
| Annual return | -12.33% | -11.40%-0.9pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $7,808 | $2,746+184.3% | $3,635+114.8% | $2,596+200.7% |
| Participant deferral / active EE | $8,619 | $3,565+141.8% | $4,728+82.3% | $4,027+114.0% |
| Admin fee / account holder | $5,841 | $5,232+11.6% | $6,410-8.9% | $5,403+8.1% |