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 | $116,373 | $73,867+57.5% | $143,757-19.0% | $68,494+69.9% |
| Participation rate | 87.1% | 66.7%+20.4pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -15.32% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,276 | $3,184+97.1% | $4,951+26.8% | $2,596+141.7% |
| Participant deferral / active EE | $3,730 | $3,384+10.2% | $5,637-33.8% | $4,027-7.4% |
| Admin fee / account holder | $722 | $5,755-87.5% | $14,673-95.1% | $5,403-86.6% |