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 | $90,271 | $81,900+10.2% | $119,609-24.5% | $68,494+31.8% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -13.57% | -23.82%+10.3pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,630 | $2,693-39.5% | $4,232-61.5% | $2,596-37.2% |
| Participant deferral / active EE | $4,278 | $4,148+3.1% | $5,602-23.6% | $4,027+6.2% |
| Admin fee / account holder | $6,489 | $6,582-1.4% | $10,323-37.1% | $5,403+20.1% |