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 | $86,060 | $57,354+50.1% | $83,848+2.6% | $64,186+34.1% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,096 | $2,545+21.7% | $3,631-14.7% | $2,381+30.1% |
| Participant deferral / active EE | $5,094 | $2,993+70.2% | $4,082+24.8% | $3,470+46.8% |
| Admin fee / account holder | $17,628 | $4,046+335.7% | $5,478+221.8% | $4,888+260.6% |