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 | $102,989 | $64,707+59.2% | $112,228-8.2% | $68,494+50.4% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -13.10% | -11.40%-1.7pp | 27.45%-40.6pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,366 | $2,746+22.6% | $3,635-7.4% | $2,596+29.7% |
| Participant deferral / active EE | $7,259 | $3,565+103.6% | $4,728+53.5% | $4,027+80.3% |
| Admin fee / account holder | $9,720 | $5,232+85.8% | $6,410+51.6% | $5,403+79.9% |