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 | $85,254 | $64,707+31.8% | $112,228-24.0% | $68,494+24.5% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -18.40% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,657 | $2,746-3.2% | $3,635-26.9% | $2,596+2.3% |
| Participant deferral / active EE | $6,889 | $3,565+93.3% | $4,728+45.7% | $4,027+71.1% |
| Admin fee / account holder | $491 | $5,232-90.6% | $6,410-92.3% | $5,403-90.9% |