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 | $99,220 | $53,162+86.6% | $91,220+8.8% | $68,494+44.9% |
| Participation rate | 86.4% | 63.2%+23.2pp | 73.2%+13.2pp | 67.9%+18.6pp |
| Annual return | -18.05% | -3.14%-14.9pp | 114.01%-132.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,389 | $1,709-18.7% | $2,850-51.2% | $2,596-46.5% |
| Participant deferral / active EE | $3,776 | $2,974+27.0% | $4,234-10.8% | $4,027-6.2% |
| Admin fee / account holder | $8,854 | $4,493+97.1% | $5,420+63.4% | $5,403+63.9% |