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 | $96,840 | $81,900+18.2% | $119,609-19.0% | $68,494+41.4% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.1pp | 67.9%+13.4pp |
| Annual return | -16.45% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,030 | $2,693+49.6% | $4,232-4.8% | $2,596+55.2% |
| Participant deferral / active EE | $5,080 | $4,148+22.5% | $5,602-9.3% | $4,027+26.1% |
| Admin fee / account holder | $9,160 | $6,582+39.2% | $10,323-11.3% | $5,403+69.6% |