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 | $90,004 | $71,883+25.2% | $86,677+3.8% | $68,494+31.4% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.6pp | 67.9%+21.2pp |
| Annual return | -6.74% | 3.52%-10.3pp | 35.91%-42.7pp | -7.84%+1.1pp |
| Employer contribution / active EE | $2,311 | $2,173+6.4% | $2,836-18.5% | $2,596-11.0% |
| Participant deferral / active EE | $4,977 | $3,779+31.7% | $4,656+6.9% | $4,027+23.6% |
| Admin fee / account holder | $23,462 | $6,112+283.9% | $7,493+213.1% | $5,403+334.3% |