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 | $106,396 | $64,707+64.4% | $112,228-5.2% | $68,494+55.3% |
| Participation rate | 70.6% | 67.2%+3.4pp | 75.1%-4.5pp | 67.9%+2.7pp |
| Annual return | -17.05% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,358 | $2,746+22.3% | $3,635-7.6% | $2,596+29.4% |
| Participant deferral / active EE | $8,735 | $3,565+145.0% | $4,728+84.8% | $4,027+116.9% |
| Admin fee / account holder | $19,260 | $5,232+268.1% | $6,410+200.5% | $5,403+256.5% |