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 | $79,189 | $71,883+10.2% | $86,677-8.6% | $68,494+15.6% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -12.02% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,672 | $2,173+161.0% | $2,836+100.0% | $2,596+118.5% |
| Participant deferral / active EE | $6,203 | $3,779+64.2% | $4,656+33.2% | $4,027+54.0% |
| Admin fee / account holder | $8,150 | $6,112+33.3% | $7,493+8.8% | $5,403+50.8% |