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 | $102,420 | $71,883+42.5% | $86,677+18.2% | $68,494+49.5% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.8pp | 67.9%+4.8pp |
| Annual return | -15.17% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,890 | $2,173-13.0% | $2,836-33.4% | $2,596-27.2% |
| Participant deferral / active EE | $4,416 | $3,779+16.9% | $4,656-5.1% | $4,027+9.7% |
| Admin fee / account holder | $4,198 | $6,112-31.3% | $7,493-44.0% | $5,403-22.3% |