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 | $79,414 | $64,707+22.7% | $112,228-29.2% | $68,494+15.9% |
| Participation rate | 98.2% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.3pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,484 | $2,746+63.3% | $3,635+23.4% | $2,596+72.7% |
| Participant deferral / active EE | $7,365 | $3,565+106.6% | $4,728+55.8% | $4,027+82.9% |
| Admin fee / account holder | $5,533 | $5,232+5.8% | $6,410-13.7% | $5,403+2.4% |