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 | $107,734 | $64,707+66.5% | $112,228-4.0% | $68,494+57.3% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.1%+18.4pp | 67.9%+25.6pp |
| Annual return | -10.92% | -11.40%+0.5pp | 27.45%-38.4pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,431 | $2,746+25.0% | $3,635-5.6% | $2,596+32.2% |
| Participant deferral / active EE | $5,059 | $3,565+41.9% | $4,728+7.0% | $4,027+25.6% |
| Admin fee / account holder | $600 | $5,232-88.5% | $6,410-90.6% | $5,403-88.9% |