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 | $88,053 | $64,707+36.1% | $112,228-21.5% | $68,494+28.6% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -15.96% | -11.40%-4.6pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,236 | $2,746+17.8% | $3,635-11.0% | $2,596+24.6% |
| Participant deferral / active EE | $3,678 | $3,565+3.2% | $4,728-22.2% | $4,027-8.7% |
| Admin fee / account holder | $8,369 | $5,232+60.0% | $6,410+30.6% | $5,403+54.9% |