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 | $91,661 | $73,004+25.6% | $90,749+1.0% | $68,494+33.8% |
| Participation rate | 80.5% | 70.8%+9.7pp | 75.7%+4.8pp | 67.9%+12.6pp |
| Annual return | -15.32% | -13.81%-1.5pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,074 | $2,193-51.0% | $2,921-63.2% | $2,596-58.6% |
| Participant deferral / active EE | $3,305 | $3,627-8.9% | $4,564-27.6% | $4,027-17.9% |
| Admin fee / account holder | $2,257 | $5,896-61.7% | $8,445-73.3% | $5,403-58.2% |