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 | $85,976 | $64,707+32.9% | $112,228-23.4% | $68,494+25.5% |
| Participation rate | 84.4% | 67.2%+17.3pp | 75.1%+9.4pp | 67.9%+16.5pp |
| Annual return | -16.18% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $992 | $2,746-63.9% | $3,635-72.7% | $2,596-61.8% |
| Participant deferral / active EE | $6,753 | $3,565+89.4% | $4,728+42.8% | $4,027+67.7% |
| Admin fee / account holder | $5,416 | $5,232+3.5% | $6,410-15.5% | $5,403+0.2% |