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 | $111,253 | $64,707+71.9% | $112,228-0.9% | $68,494+62.4% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -18.49% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $7,624 | $2,746+177.7% | $3,635+109.8% | $2,596+193.7% |
| Participant deferral / active EE | $2,901 | $3,565-18.6% | $4,728-38.6% | $4,027-28.0% |
| Admin fee / account holder | $6,672 | $5,232+27.5% | $6,410+4.1% | $5,403+23.5% |