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 | $74,674 | $56,357+32.5% | $104,294-28.4% | $68,494+9.0% |
| Participation rate | 87.1% | 63.3%+23.8pp | 73.3%+13.8pp | 67.9%+19.2pp |
| Annual return | -16.03% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,181 | $1,960+11.3% | $3,372-35.3% | $2,596-16.0% |
| Participant deferral / active EE | $5,178 | $3,077+68.3% | $4,625+12.0% | $4,027+28.6% |
| Admin fee / account holder | $361 | $4,903-92.6% | $7,339-95.1% | $5,403-93.3% |