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 | $98,795 | $71,883+37.4% | $86,677+14.0% | $68,494+44.2% |
| Participation rate | 79.2% | 72.2%+6.9pp | 76.6%+2.6pp | 67.9%+11.3pp |
| Annual return | -7.74% | 3.52%-11.3pp | 35.91%-43.6pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,850 | $2,173+31.2% | $2,836+0.5% | $2,596+9.8% |
| Participant deferral / active EE | $6,150 | $3,779+62.7% | $4,656+32.1% | $4,027+52.7% |
| Admin fee / account holder | $9,610 | $6,112+57.2% | $7,493+28.3% | $5,403+77.9% |