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 | $110,053 | $64,707+70.1% | $112,228-1.9% | $68,494+60.7% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -16.45% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,830 | $2,746+3.1% | $3,635-22.1% | $2,596+9.0% |
| Participant deferral / active EE | $5,990 | $3,565+68.0% | $4,728+26.7% | $4,027+48.7% |
| Admin fee / account holder | $5,648 | $5,232+7.9% | $6,410-11.9% | $5,403+4.5% |