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 | $113,536 | $64,707+75.5% | $112,228+1.2% | $68,494+65.8% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | -5.78% | -11.40%+5.6pp | 27.45%-33.2pp | -7.84%+2.1pp |
| Employer contribution / active EE | $1,289 | $2,746-53.0% | $3,635-64.5% | $2,596-50.3% |
| Participant deferral / active EE | $5,639 | $3,565+58.2% | $4,728+19.3% | $4,027+40.0% |
| Admin fee / account holder | $1,955 | $5,232-62.6% | $6,410-69.5% | $5,403-63.8% |