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 | $85,986 | $42,894+100.5% | $60,874+41.3% | $68,494+25.5% |
| Participation rate | 76.3% | 66.8%+9.5pp | 73.1%+3.2pp | 67.9%+8.4pp |
| Annual return | -8.58% | -13.98%+5.4pp | 16.90%-25.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $4,188 | $1,978+111.7% | $2,701+55.0% | $2,596+61.3% |
| Participant deferral / active EE | $4,633 | $2,867+61.6% | $3,817+21.4% | $4,027+15.0% |
| Admin fee / account holder | $4,031 | $3,101+30.0% | $3,224+25.0% | $5,403-25.4% |