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 | $83,701 | $110,094-24.0% | $151,611-44.8% | $68,494+22.2% |
| Participation rate | 91.5% | 84.0%+7.5pp | 87.5%+4.0pp | 67.9%+23.6pp |
| Annual return | -12.71% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,995 | $4,471-10.6% | $6,166-35.2% | $2,596+53.9% |
| Participant deferral / active EE | $13,874 | $6,527+112.6% | $8,363+65.9% | $4,027+244.5% |
| Admin fee / account holder | $22,928 | $7,719+197.1% | $11,616+97.4% | $5,403+324.4% |