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 | $84,442 | $64,707+30.5% | $112,228-24.8% | $68,494+23.3% |
| Participation rate | 86.3% | 67.2%+19.1pp | 75.1%+11.2pp | 67.9%+18.4pp |
| Annual return | -15.47% | -11.40%-4.1pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,333 | $2,746-15.0% | $3,635-35.8% | $2,596-10.1% |
| Participant deferral / active EE | $7,887 | $3,565+121.3% | $4,728+66.8% | $4,027+95.8% |
| Admin fee / account holder | $2,218 | $5,232-57.6% | $6,410-65.4% | $5,403-58.9% |