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 | $84,338 | $64,707+30.3% | $112,228-24.9% | $68,494+23.1% |
| Participation rate | 98.4% | 67.2%+31.3pp | 75.1%+23.4pp | 67.9%+30.5pp |
| Annual return | -16.08% | -11.40%-4.7pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,962 | $2,746+44.3% | $3,635+9.0% | $2,596+52.6% |
| Participant deferral / active EE | $5,718 | $3,565+60.4% | $4,728+20.9% | $4,027+42.0% |
| Admin fee / account holder | $8,518 | $5,232+62.8% | $6,410+32.9% | $5,403+57.7% |