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 | $86,339 | $64,707+33.4% | $112,228-23.1% | $68,494+26.1% |
| Participation rate | 82.6% | 67.2%+15.5pp | 75.1%+7.5pp | 67.9%+14.7pp |
| Annual return | -17.86% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,174 | $2,746-20.8% | $3,635-40.2% | $2,596-16.3% |
| Participant deferral / active EE | $4,005 | $3,565+12.3% | $4,728-15.3% | $4,027-0.6% |
| Admin fee / account holder | $52,379 | $5,232+901.1% | $6,410+717.1% | $5,403+869.5% |