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 | $98,829 | $42,894+130.4% | $60,874+62.4% | $68,494+44.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -13.67% | -13.98%+0.3pp | 16.90%-30.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,017 | $1,978+103.1% | $2,701+48.7% | $2,596+54.7% |
| Participant deferral / active EE | $8,219 | $2,867+186.7% | $3,817+115.3% | $4,027+104.1% |
| Admin fee / account holder | $4,466 | $3,101+44.0% | $3,224+38.5% | $5,403-17.3% |