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 | $88,218 | $73,004+20.8% | $90,749-2.8% | $68,494+28.8% |
| Participation rate | 87.8% | 70.8%+16.9pp | 75.7%+12.1pp | 67.9%+19.9pp |
| Annual return | -14.39% | -13.81%-0.6pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $6,276 | $2,193+186.2% | $2,921+114.9% | $2,596+141.7% |
| Participant deferral / active EE | $8,545 | $3,627+135.6% | $4,564+87.2% | $4,027+112.2% |
| Admin fee / account holder | $11,154 | $5,896+89.2% | $8,445+32.1% | $5,403+106.5% |