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 | $96,540 | $71,883+34.3% | $86,677+11.4% | $68,494+40.9% |
| Participation rate | 89.5% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.6pp |
| Annual return | -15.16% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,176 | $2,173+46.2% | $2,836+12.0% | $2,596+22.3% |
| Participant deferral / active EE | $4,794 | $3,779+26.9% | $4,656+3.0% | $4,027+19.0% |
| Admin fee / account holder | $24,011 | $6,112+292.9% | $7,493+220.4% | $5,403+344.4% |