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 | $98,161 | $64,707+51.7% | $112,228-12.5% | $68,494+43.3% |
| Participation rate | 93.0% | 67.2%+25.8pp | 75.1%+17.9pp | 67.9%+25.1pp |
| Annual return | -15.11% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,666 | $2,746+33.5% | $3,635+0.9% | $2,596+41.2% |
| Participant deferral / active EE | $5,967 | $3,565+67.4% | $4,728+26.2% | $4,027+48.2% |
| Admin fee / account holder | $1,824 | $5,232-65.1% | $6,410-71.5% | $5,403-66.2% |