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 | $107,724 | $71,883+49.9% | $86,677+24.3% | $68,494+57.3% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -13.17% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,753 | $2,173+26.7% | $2,836-2.9% | $2,596+6.0% |
| Participant deferral / active EE | $6,428 | $3,779+70.1% | $4,656+38.1% | $4,027+59.6% |
| Admin fee / account holder | $25,685 | $6,112+320.3% | $7,493+242.8% | $5,403+375.4% |