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 | $84,646 | $64,707+30.8% | $112,228-24.6% | $68,494+23.6% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | -14.66% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,829 | $2,746+3.0% | $3,635-22.2% | $2,596+9.0% |
| Participant deferral / active EE | $6,369 | $3,565+78.7% | $4,728+34.7% | $4,027+58.1% |
| Admin fee / account holder | $394 | $5,232-92.5% | $6,410-93.9% | $5,403-92.7% |