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 | $96,880 | $71,883+34.8% | $86,677+11.8% | $68,494+41.4% |
| Participation rate | 77.1% | 72.2%+4.9pp | 76.6%+0.6pp | 67.9%+9.3pp |
| Annual return | -11.84% | 3.52%-15.4pp | 35.91%-47.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $4,034 | $2,173+85.7% | $2,836+42.2% | $2,596+55.4% |
| Participant deferral / active EE | $7,522 | $3,779+99.1% | $4,656+61.6% | $4,027+86.8% |
| Admin fee / account holder | $2,693 | $6,112-55.9% | $7,493-64.1% | $5,403-50.2% |