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 | $100,083 | $64,707+54.7% | $112,228-10.8% | $68,494+46.1% |
| Participation rate | 91.9% | 67.2%+24.7pp | 75.1%+16.8pp | 67.9%+24.0pp |
| Annual return | -16.94% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,408 | $2,746+133.4% | $3,635+76.3% | $2,596+146.8% |
| Participant deferral / active EE | $2,504 | $3,565-29.8% | $4,728-47.0% | $4,027-37.8% |
| Admin fee / account holder | $14,244 | $5,232+172.2% | $6,410+122.2% | $5,403+163.6% |