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 | $104,005 | $64,707+60.7% | $112,228-7.3% | $68,494+51.8% |
| Participation rate | 93.0% | 67.2%+25.9pp | 75.1%+18.0pp | 67.9%+25.1pp |
| Annual return | -17.45% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,907 | $2,746+5.9% | $3,635-20.0% | $2,596+12.0% |
| Participant deferral / active EE | $4,924 | $3,565+38.1% | $4,728+4.2% | $4,027+22.3% |
| Admin fee / account holder | $8,425 | $5,232+61.0% | $6,410+31.4% | $5,403+55.9% |