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 | $120,162 | $64,707+85.7% | $112,228+7.1% | $68,494+75.4% |
| Participation rate | 84.1% | 67.2%+16.9pp | 75.1%+9.0pp | 67.9%+16.2pp |
| Annual return | -19.44% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,112 | $2,746-23.1% | $3,635-41.9% | $2,596-18.7% |
| Participant deferral / active EE | $3,601 | $3,565+1.0% | $4,728-23.8% | $4,027-10.6% |
| Admin fee / account holder | $3,407 | $5,232-34.9% | $6,410-46.9% | $5,403-36.9% |