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 | $86,481 | $56,357+53.5% | $104,294-17.1% | $68,494+26.3% |
| Participation rate | 80.4% | 63.3%+17.1pp | 73.3%+7.1pp | 67.9%+12.5pp |
| Annual return | -17.35% | -9.19%-8.2pp | 24.61%-42.0pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,667 | $1,960+138.1% | $3,372+38.4% | $2,596+79.8% |
| Participant deferral / active EE | $7,328 | $3,077+138.1% | $4,625+58.4% | $4,027+82.0% |
| Admin fee / account holder | $2,718 | $4,903-44.6% | $7,339-63.0% | $5,403-49.7% |