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 | $98,060 | $82,286+19.2% | $68,791+42.5% | $134,475-27.1% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -16.80% | -2.19%-14.6pp | -6.38%-10.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,646 | $3,301-19.8% | $2,655-0.4% | $4,740-44.2% |
| Participant deferral / active EE | $8,616 | $4,739+81.8% | $3,941+118.6% | $6,400+34.6% |
| Admin fee / account holder | $6,283 | $6,481-3.0% | $4,932+27.4% | $11,426-45.0% |