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 | $90,185 | $64,707+39.4% | $112,228-19.6% | $68,494+31.7% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -15.87% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,377 | $2,746-49.9% | $3,635-62.1% | $2,596-47.0% |
| Participant deferral / active EE | $4,953 | $3,565+38.9% | $4,728+4.8% | $4,027+23.0% |
| Admin fee / account holder | $11,239 | $5,232+114.8% | $6,410+75.3% | $5,403+108.0% |