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 | $88,523 | $59,805+48.0% | $79,550+11.3% | $68,494+29.2% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | -15.34% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,393 | $1,505+191.9% | $2,413+82.0% | $2,596+69.2% |
| Participant deferral / active EE | $4,976 | $3,024+64.5% | $3,985+24.9% | $4,027+23.6% |
| Admin fee / account holder | $19,616 | $4,835+305.7% | $6,832+187.1% | $5,403+263.1% |