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 | $107,655 | $81,900+31.4% | $119,609-10.0% | $68,494+57.2% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -15.22% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $5,738 | $2,693+113.0% | $4,232+35.6% | $2,596+121.0% |
| Participant deferral / active EE | $8,545 | $4,148+106.0% | $5,602+52.5% | $4,027+112.2% |
| Admin fee / account holder | $1,609 | $6,582-75.6% | $10,323-84.4% | $5,403-70.2% |