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 | $123,087 | $64,707+90.2% | $112,228+9.7% | $68,494+79.7% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -11.98% | -11.40%-0.6pp | 27.45%-39.4pp | -7.84%-4.1pp |
| Employer contribution / active EE | $5,683 | $2,746+107.0% | $3,635+56.4% | $2,596+118.9% |
| Participant deferral / active EE | $8,448 | $3,565+137.0% | $4,728+78.7% | $4,027+109.8% |
| Admin fee / account holder | $10,042 | $5,232+91.9% | $6,410+56.7% | $5,403+85.9% |