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 | $90,815 | $64,707+40.3% | $112,228-19.1% | $68,494+32.6% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -11.42% | -11.40%0pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $4,471 | $2,746+62.8% | $3,635+23.0% | $2,596+72.2% |
| Participant deferral / active EE | $2,454 | $3,565-31.2% | $4,728-48.1% | $4,027-39.1% |
| Admin fee / account holder | $11,200 | $5,232+114.1% | $6,410+74.7% | $5,403+107.3% |