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 | $104,438 | $64,707+61.4% | $112,228-6.9% | $68,494+52.5% |
| Participation rate | 89.7% | 67.2%+22.6pp | 75.1%+14.7pp | 67.9%+21.9pp |
| Annual return | -14.15% | -11.40%-2.7pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,087 | $2,746+48.8% | $3,635+12.4% | $2,596+57.4% |
| Participant deferral / active EE | $7,383 | $3,565+107.1% | $4,728+56.2% | $4,027+83.3% |
| Admin fee / account holder | $32,917 | $5,232+529.1% | $6,410+413.5% | $5,403+509.3% |