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 | $71,878 | $81,900-12.2% | $119,609-39.9% | $68,494+4.9% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -9.78% | -23.82%+14.0pp | -14.97%+5.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $5,670 | $2,693+110.5% | $4,232+34.0% | $2,596+118.4% |
| Participant deferral / active EE | $2,370 | $4,148-42.9% | $5,602-57.7% | $4,027-41.1% |
| Admin fee / account holder | $9,171 | $6,582+39.3% | $10,323-11.2% | $5,403+69.7% |