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 | $98,596 | $73,867+33.5% | $143,757-31.4% | $68,494+43.9% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -17.30% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,540 | $3,184-20.2% | $4,951-48.7% | $2,596-2.2% |
| Participant deferral / active EE | $6,454 | $3,384+90.7% | $5,637+14.5% | $4,027+60.3% |
| Admin fee / account holder | $2,234 | $5,755-61.2% | $14,673-84.8% | $5,403-58.7% |