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 | $94,428 | $56,357+67.6% | $104,294-9.5% | $68,494+37.9% |
| Participation rate | 88.7% | 63.3%+25.4pp | 73.3%+15.4pp | 67.9%+20.8pp |
| Annual return | -17.07% | -9.19%-7.9pp | 24.61%-41.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,555 | $1,960-20.7% | $3,372-53.9% | $2,596-40.1% |
| Participant deferral / active EE | $4,754 | $3,077+54.5% | $4,625+2.8% | $4,027+18.0% |
| Admin fee / account holder | $2,633 | $4,903-46.3% | $7,339-64.1% | $5,403-51.3% |