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 | $87,748 | $81,900+7.1% | $119,609-26.6% | $68,494+28.1% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,714 | $2,693+75.0% | $4,232+11.4% | $2,596+81.6% |
| Participant deferral / active EE | $5,808 | $4,148+40.0% | $5,602+3.7% | $4,027+44.2% |
| Admin fee / account holder | $10,089 | $6,582+53.3% | $10,323-2.3% | $5,403+86.7% |