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 | $91,313 | $73,004+25.1% | $90,749+0.6% | $68,494+33.3% |
| Participation rate | 98.5% | 70.8%+27.6pp | 75.7%+22.8pp | 67.9%+30.6pp |
| Annual return | -14.01% | -13.81%-0.2pp | -12.16%-1.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,568 | $2,193+17.1% | $2,921-12.1% | $2,596-1.1% |
| Participant deferral / active EE | $5,688 | $3,627+56.8% | $4,564+24.6% | $4,027+41.2% |
| Admin fee / account holder | $14,324 | $5,896+142.9% | $8,445+69.6% | $5,403+165.1% |