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 | $98,045 | $64,707+51.5% | $112,228-12.6% | $68,494+43.1% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -14.59% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,497 | $2,746-9.1% | $3,635-31.3% | $2,596-3.8% |
| Participant deferral / active EE | $7,306 | $3,565+105.0% | $4,728+54.5% | $4,027+81.4% |
| Admin fee / account holder | $4,773 | $5,232-8.8% | $6,410-25.5% | $5,403-11.7% |