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 7-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 | $105,073 | $73,004+43.9% | $90,749+15.8% | $68,494+53.4% |
| Participation rate | 71.1% | 70.8%+0.2pp | 75.7%-4.6pp | 67.9%+3.2pp |
| Annual return | -17.98% | -13.81%-4.2pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,715 | $2,193+69.4% | $2,921+27.2% | $2,596+43.1% |
| Participant deferral / active EE | $7,310 | $3,627+101.6% | $4,564+60.2% | $4,027+81.5% |
| Admin fee / account holder | $9,448 | $5,896+60.3% | $8,445+11.9% | $5,403+74.9% |