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 | $79,548 | $64,707+22.9% | $112,228-29.1% | $68,494+16.1% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -18.90% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $5,238 | $2,746+90.7% | $3,635+44.1% | $2,596+101.7% |
| Participant deferral / active EE | $10,409 | $3,565+192.0% | $4,728+120.1% | $4,027+158.5% |
| Admin fee / account holder | $2,341 | $5,232-55.3% | $6,410-63.5% | $5,403-56.7% |