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 | $101,829 | $77,813+30.9% | $123,544-17.6% | $64,186+58.6% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -8.07% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,222 | $3,014-26.3% | $4,628-52.0% | $2,381-6.7% |
| Participant deferral / active EE | $5,368 | $5,240+2.5% | $6,426-16.5% | $3,470+54.7% |
| Admin fee / account holder | $6,665 | $5,519+20.8% | $9,284-28.2% | $4,888+36.3% |