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 | $95,442 | $76,912+24.1% | $129,110-26.1% | $68,494+39.3% |
| Participation rate | 71.4% | 69.1%+2.3pp | 77.3%-5.8pp | 67.9%+3.5pp |
| Annual return | -18.74% | -9.78%-9.0pp | -10.94%-7.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,310 | $3,243+2.1% | $5,052-34.5% | $2,596+27.5% |
| Participant deferral / active EE | $6,601 | $4,732+39.5% | $6,542+0.9% | $4,027+63.9% |
| Admin fee / account holder | $4,296 | $6,638-35.3% | $14,302-70.0% | $5,403-20.5% |