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 | $85,899 | $64,707+32.8% | $112,228-23.5% | $68,494+25.4% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -16.99% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,314 | $2,746+20.7% | $3,635-8.8% | $2,596+27.6% |
| Participant deferral / active EE | $7,771 | $3,565+118.0% | $4,728+64.4% | $4,027+93.0% |
| Admin fee / account holder | $11,253 | $5,232+115.1% | $6,410+75.6% | $5,403+108.3% |