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 | $86,090 | $48,265+78.4% | $68,791+25.1% | $68,494+25.7% |
| Participation rate | 95.9% | 60.7%+35.2pp | 69.0%+26.9pp | 67.9%+28.0pp |
| Annual return | -14.53% | -12.71%-1.8pp | -6.38%-8.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,902 | $2,867+36.1% | $3,941-1.0% | $4,027-3.1% |
| Admin fee / account holder | $27,619 | $4,355+534.1% | $4,932+460.0% | $5,403+411.2% |