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 | $91,751 | $59,805+53.4% | $79,550+15.3% | $68,494+34.0% |
| Participation rate | 81.6% | 61.1%+20.5pp | 69.5%+12.1pp | 67.9%+13.7pp |
| Annual return | -15.56% | -12.30%-3.3pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,190 | $1,505+112.0% | $2,413+32.2% | $2,596+22.9% |
| Participant deferral / active EE | $7,548 | $3,024+149.6% | $3,985+89.4% | $4,027+87.4% |
| Admin fee / account holder | $7,482 | $4,835+54.8% | $6,832+9.5% | $5,403+38.5% |