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 | $82,959 | $64,707+28.2% | $112,228-26.1% | $68,494+21.1% |
| Participation rate | 92.8% | 67.2%+25.6pp | 75.1%+17.7pp | 67.9%+24.9pp |
| Annual return | -16.35% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,334 | $2,746+21.4% | $3,635-8.3% | $2,596+28.4% |
| Participant deferral / active EE | $5,092 | $3,565+42.8% | $4,728+7.7% | $4,027+26.4% |
| Admin fee / account holder | $6,821 | $5,232+30.4% | $6,410+6.4% | $5,403+26.2% |