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 | $99,273 | $64,707+53.4% | $112,228-11.5% | $68,494+44.9% |
| Participation rate | 80.4% | 67.2%+13.3pp | 75.1%+5.4pp | 67.9%+12.5pp |
| Annual return | -13.92% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,108 | $2,746-23.2% | $3,635-42.0% | $2,596-18.8% |
| Participant deferral / active EE | $5,235 | $3,565+46.9% | $4,728+10.7% | $4,027+30.0% |
| Admin fee / account holder | $9,212 | $5,232+76.1% | $6,410+43.7% | $5,403+70.5% |