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 | $96,861 | $64,707+49.7% | $112,228-13.7% | $68,494+41.4% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -17.21% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,389 | $2,746-13.0% | $3,635-34.3% | $2,596-8.0% |
| Participant deferral / active EE | $4,508 | $3,565+26.5% | $4,728-4.6% | $4,027+11.9% |
| Admin fee / account holder | $16,924 | $5,232+223.5% | $6,410+164.0% | $5,403+213.3% |