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 | $97,570 | $73,004+33.7% | $90,749+7.5% | $68,494+42.4% |
| Participation rate | 77.8% | 70.8%+6.9pp | 75.7%+2.1pp | 67.9%+9.9pp |
| Annual return | -13.35% | -13.81%+0.5pp | -12.16%-1.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,320 | $2,193-39.8% | $2,921-54.8% | $2,596-49.2% |
| Participant deferral / active EE | $5,275 | $3,627+45.5% | $4,564+15.6% | $4,027+31.0% |
| Admin fee / account holder | $1,262 | $5,896-78.6% | $8,445-85.1% | $5,403-76.6% |