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 | $75,945 | $72,404+4.9% | $110,238-31.1% | $64,186+18.3% |
| Participation rate | 91.2% | 73.3%+17.8pp | 79.8%+11.4pp | 69.6%+21.6pp |
| Annual return | -3.21% | -6.29%+3.1pp | 314.74%-318.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $4,942 | $2,282+116.6% | $3,826+29.2% | $2,381+107.6% |
| Participant deferral / active EE | $7,531 | $3,469+117.1% | $4,672+61.2% | $3,470+117.1% |
| Admin fee / account holder | $7,765 | $5,664+37.1% | $8,547-9.2% | $4,888+58.8% |