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 | $76,278 | $64,707+17.9% | $112,228-32.0% | $68,494+11.4% |
| Participation rate | 81.9% | 67.2%+14.8pp | 75.1%+6.9pp | 67.9%+14.0pp |
| Annual return | -13.07% | -11.40%-1.7pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,161 | $2,746+15.1% | $3,635-13.0% | $2,596+21.7% |
| Participant deferral / active EE | $6,297 | $3,565+76.6% | $4,728+33.2% | $4,027+56.4% |
| Admin fee / account holder | $12,532 | $5,232+139.5% | $6,410+95.5% | $5,403+132.0% |