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 | $99,557 | $81,900+21.6% | $119,609-16.8% | $68,494+45.3% |
| Participation rate | 98.1% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -12.78% | -23.82%+11.0pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,607 | $2,693-3.2% | $4,232-38.4% | $2,596+0.4% |
| Participant deferral / active EE | $5,551 | $4,148+33.8% | $5,602-0.9% | $4,027+37.8% |
| Admin fee / account holder | $7,104 | $6,582+7.9% | $10,323-31.2% | $5,403+31.5% |