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 | $88,227 | $71,883+22.7% | $86,677+1.8% | $68,494+28.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.72% | 3.52%-11.2pp | 35.91%-43.6pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,629 | $2,173+21.0% | $2,836-7.3% | $2,596+1.3% |
| Participant deferral / active EE | $2,864 | $3,779-24.2% | $4,656-38.5% | $4,027-28.9% |
| Admin fee / account holder | $2,367 | $6,112-61.3% | $7,493-68.4% | $5,403-56.2% |