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 | $102,463 | $65,435+56.6% | $86,677+18.2% | $66,914+53.1% |
| Participation rate | 76.0% | 75.5%+0.5pp | 76.6%-0.6pp | 69.8%+6.2pp |
| Annual return | -10.22% | -10.89%+0.7pp | 35.91%-46.1pp | 1.58%-11.8pp |
| Employer contribution / active EE | $2,435 | $2,153+13.1% | $2,836-14.1% | $2,544-4.3% |
| Participant deferral / active EE | $5,216 | $4,100+27.2% | $4,656+12.0% | $4,237+23.1% |
| Admin fee / account holder | $2,149 | $642+235.0% | $7,493-71.3% | $593+262.3% |