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 | $91,952 | $62,586+46.9% | $76,768+19.8% | $64,186+43.3% |
| Participation rate | 97.8% | 72.8%+25.0pp | 77.0%+20.9pp | 69.6%+28.3pp |
| Annual return | -6.57% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,895 | $1,832+112.6% | $2,485+56.7% | $2,381+63.6% |
| Participant deferral / active EE | $1,862 | $3,145-40.8% | $3,852-51.7% | $3,470-46.3% |
| Admin fee / account holder | $9,266 | $4,667+98.5% | $6,675+38.8% | $4,888+89.6% |