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 | $80,561 | $73,867+9.1% | $143,757-44.0% | $68,494+17.6% |
| Participation rate | 89.2% | 66.7%+22.5pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -16.06% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,629 | $3,184-17.4% | $4,951-46.9% | $2,596+1.2% |
| Participant deferral / active EE | $3,164 | $3,384-6.5% | $5,637-43.9% | $4,027-21.4% |
| Admin fee / account holder | $1,884 | $5,755-67.3% | $14,673-87.2% | $5,403-65.1% |