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 | $88,469 | $64,707+36.7% | $112,228-21.2% | $68,494+29.2% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -14.92% | -11.40%-3.5pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $6,659 | $2,746+142.5% | $3,635+83.2% | $2,596+156.5% |
| Participant deferral / active EE | $4,205 | $3,565+18.0% | $4,728-11.1% | $4,027+4.4% |
| Admin fee / account holder | $3,035 | $5,232-42.0% | $6,410-52.7% | $5,403-43.8% |