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 | $93,786 | $56,357+66.4% | $104,294-10.1% | $68,494+36.9% |
| Participation rate | 75.0% | 63.3%+11.7pp | 73.3%+1.7pp | 67.9%+7.1pp |
| Annual return | -18.48% | -9.19%-9.3pp | 24.61%-43.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,328 | $1,960+171.8% | $3,372+58.0% | $2,596+105.2% |
| Participant deferral / active EE | $6,124 | $3,077+99.0% | $4,625+32.4% | $4,027+52.1% |
| Admin fee / account holder | $2,876 | $4,903-41.3% | $7,339-60.8% | $5,403-46.8% |