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 | $105,018 | $71,883+46.1% | $86,677+21.2% | $68,494+53.3% |
| Participation rate | 87.1% | 72.2%+14.9pp | 76.6%+10.5pp | 67.9%+19.2pp |
| Annual return | -9.49% | 3.52%-13.0pp | 35.91%-45.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $3,007 | $2,173+38.4% | $2,836+6.0% | $2,596+15.8% |
| Participant deferral / active EE | $6,275 | $3,779+66.1% | $4,656+34.8% | $4,027+55.8% |
| Admin fee / account holder | $2,680 | $6,112-56.2% | $7,493-64.2% | $5,403-50.4% |