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 | $79,477 | $64,707+22.8% | $112,228-29.2% | $68,494+16.0% |
| Participation rate | 95.2% | 67.2%+28.1pp | 75.1%+20.2pp | 67.9%+27.3pp |
| Annual return | -16.89% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,218 | $2,746-19.2% | $3,635-39.0% | $2,596-14.6% |
| Participant deferral / active EE | $9,081 | $3,565+154.7% | $4,728+92.1% | $4,027+125.5% |
| Admin fee / account holder | $12,885 | $5,232+146.3% | $6,410+101.0% | $5,403+138.5% |