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 | $110,302 | $73,867+49.3% | $143,757-23.3% | $68,494+61.0% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -15.36% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,693 | $3,184+110.2% | $4,951+35.2% | $2,596+157.8% |
| Participant deferral / active EE | $3,714 | $3,384+9.7% | $5,637-34.1% | $4,027-7.8% |
| Admin fee / account holder | $12,204 | $5,755+112.1% | $14,673-16.8% | $5,403+125.9% |