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 | $92,041 | $64,707+42.2% | $112,228-18.0% | $68,494+34.4% |
| Participation rate | 71.7% | 67.2%+4.5pp | 75.1%-3.4pp | 67.9%+3.8pp |
| Annual return | -15.94% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,670 | $2,746+33.7% | $3,635+1.0% | $2,596+41.4% |
| Participant deferral / active EE | $7,061 | $3,565+98.1% | $4,728+49.3% | $4,027+75.3% |
| Admin fee / account holder | $9,843 | $5,232+88.1% | $6,410+53.6% | $5,403+82.2% |