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 | $73,930 | $64,707+14.3% | $112,228-34.1% | $68,494+7.9% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -17.04% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,738 | $2,746+72.6% | $3,635+30.4% | $2,596+82.5% |
| Participant deferral / active EE | $6,825 | $3,565+91.5% | $4,728+44.4% | $4,027+69.5% |
| Admin fee / account holder | $3,626 | $5,232-30.7% | $6,410-43.4% | $5,403-32.9% |