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 | $97,598 | $64,707+50.8% | $112,228-13.0% | $68,494+42.5% |
| Participation rate | 93.9% | 67.2%+26.8pp | 75.1%+18.9pp | 67.9%+26.1pp |
| Annual return | -16.23% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $12,967 | $2,746+372.2% | $3,635+256.8% | $2,596+399.4% |
| Participant deferral / active EE | $1,948 | $3,565-45.4% | $4,728-58.8% | $4,027-51.6% |
| Admin fee / account holder | $19,351 | $5,232+269.8% | $6,410+201.9% | $5,403+258.2% |