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 | $99,827 | $83,427+19.7% | $115,756-13.8% | $68,494+45.7% |
| Participation rate | 94.1% | 71.9%+22.2pp | 77.1%+17.0pp | 67.9%+26.2pp |
| Annual return | -13.55% | -10.95%-2.6pp | 143.14%-156.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,250 | $3,075+38.2% | $3,793+12.1% | $2,596+63.7% |
| Participant deferral / active EE | $4,782 | $5,355-10.7% | $6,254-23.5% | $4,027+18.7% |
| Admin fee / account holder | $6,300 | $5,708+10.4% | $8,124-22.5% | $5,403+16.6% |