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 | $79,059 | $64,707+22.2% | $112,228-29.6% | $68,494+15.4% |
| Participation rate | 98.0% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.2pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,997 | $2,746+9.1% | $3,635-17.6% | $2,596+15.4% |
| Participant deferral / active EE | $5,006 | $3,565+40.4% | $4,728+5.9% | $4,027+24.3% |
| Admin fee / account holder | $23,243 | $5,232+344.2% | $6,410+262.6% | $5,403+330.2% |