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 | $96,355 | $82,286+17.1% | $68,791+40.1% | $134,475-28.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -13.69% | -2.19%-11.5pp | -6.38%-7.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,754 | $3,301+74.3% | $2,655+116.7% | $4,740+21.4% |
| Participant deferral / active EE | $3,031 | $4,739-36.0% | $3,941-23.1% | $6,400-52.6% |
| Admin fee / account holder | $6,487 | $6,481+0.1% | $4,932+31.5% | $11,426-43.2% |