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 | $104,203 | $71,883+45.0% | $86,677+20.2% | $68,494+52.1% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -15.11% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,657 | $2,173+22.3% | $2,836-6.3% | $2,596+2.3% |
| Participant deferral / active EE | $5,474 | $3,779+44.9% | $4,656+17.6% | $4,027+35.9% |
| Admin fee / account holder | $18,738 | $6,112+206.6% | $7,493+150.1% | $5,403+246.8% |