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 | $72,306 | $56,357+28.3% | $104,294-30.7% | $68,494+5.6% |
| Participation rate | 97.1% | 63.3%+33.9pp | 73.3%+23.8pp | 67.9%+29.2pp |
| Annual return | -17.11% | -9.19%-7.9pp | 24.61%-41.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,704 | $1,960+89.0% | $3,372+9.9% | $2,596+42.7% |
| Participant deferral / active EE | $4,818 | $3,077+56.6% | $4,625+4.2% | $4,027+19.6% |
| Admin fee / account holder | $8,049 | $4,903+64.2% | $7,339+9.7% | $5,403+49.0% |