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 | $89,196 | $64,707+37.8% | $112,228-20.5% | $68,494+30.2% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -14.60% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,561 | $2,746+29.7% | $3,635-2.0% | $2,596+37.1% |
| Participant deferral / active EE | $7,107 | $3,565+99.4% | $4,728+50.3% | $4,027+76.5% |
| Admin fee / account holder | $10,135 | $5,232+93.7% | $6,410+58.1% | $5,403+87.6% |