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 | $88,432 | $53,162+66.3% | $91,220-3.1% | $68,494+29.1% |
| Participation rate | 96.7% | 63.2%+33.5pp | 73.2%+23.5pp | 67.9%+28.8pp |
| Annual return | -13.89% | -3.14%-10.7pp | 114.01%-127.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,697 | $1,709+57.7% | $2,850-5.4% | $2,596+3.9% |
| Participant deferral / active EE | $5,664 | $2,974+90.5% | $4,234+33.8% | $4,027+40.6% |
| Admin fee / account holder | $14,993 | $4,493+233.7% | $5,420+176.6% | $5,403+177.5% |