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 | $99,434 | $81,900+21.4% | $119,609-16.9% | $68,494+45.2% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,363 | $2,693-49.4% | $4,232-67.8% | $2,596-47.5% |
| Participant deferral / active EE | $10,568 | $4,148+154.8% | $5,602+88.6% | $4,027+162.4% |
| Admin fee / account holder | $677 | $6,582-89.7% | $10,323-93.4% | $5,403-87.5% |