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 | $104,395 | $72,404+44.2% | $110,238-5.3% | $64,186+62.6% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.7pp |
| Annual return | -4.88% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,349 | $2,282+90.6% | $3,826+13.7% | $2,381+82.7% |
| Participant deferral / active EE | $3,226 | $3,469-7.0% | $4,672-31.0% | $3,470-7.0% |
| Admin fee / account holder | $4,356 | $5,664-23.1% | $8,547-49.0% | $4,888-10.9% |