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 | $97,120 | $92,222+5.3% | $76,768+26.5% | $135,375-28.3% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -6.26% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,156 | $3,216-33.0% | $2,485-13.3% | $4,779-54.9% |
| Participant deferral / active EE | $6,413 | $4,509+42.2% | $3,852+66.5% | $5,609+14.3% |
| Admin fee / account holder | $14,259 | $10,748+32.7% | $6,675+113.6% | $10,827+31.7% |