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 | $91,088 | $72,404+25.8% | $110,238-17.4% | $64,186+41.9% |
| Participation rate | 80.5% | 73.3%+7.2pp | 79.8%+0.7pp | 69.6%+11.0pp |
| Annual return | -6.73% | -6.29%-0.4pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,035 | $2,282-54.6% | $3,826-73.0% | $2,381-56.5% |
| Participant deferral / active EE | $5,753 | $3,469+65.8% | $4,672+23.1% | $3,470+65.8% |
| Admin fee / account holder | $1,783 | $5,664-68.5% | $8,547-79.1% | $4,888-63.5% |