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 | $119,641 | $64,707+84.9% | $112,228+6.6% | $68,494+74.7% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -15.92% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,575 | $2,746-6.2% | $3,635-29.2% | $2,596-0.8% |
| Participant deferral / active EE | $4,140 | $3,565+16.1% | $4,728-12.4% | $4,027+2.8% |
| Admin fee / account holder | $9,029 | $5,232+72.6% | $6,410+40.9% | $5,403+67.1% |