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 6-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 | $94,822 | $64,707+46.5% | $112,228-15.5% | $68,494+38.4% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.1%+21.3pp | 67.9%+28.5pp |
| Annual return | -16.12% | -11.40%-4.7pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,892 | $2,746+78.2% | $3,635+34.6% | $2,596+88.4% |
| Participant deferral / active EE | $4,790 | $3,565+34.4% | $4,728+1.3% | $4,027+18.9% |
| Admin fee / account holder | $7,320 | $5,232+39.9% | $6,410+14.2% | $5,403+35.5% |