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 7-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 | $97,906 | $64,707+51.3% | $112,228-12.8% | $68,494+42.9% |
| Participation rate | 88.6% | 67.2%+21.5pp | 75.1%+13.6pp | 67.9%+20.7pp |
| Annual return | -12.99% | -11.40%-1.6pp | 27.45%-40.4pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,340 | $3,565-6.3% | $4,728-29.4% | $4,027-17.1% |
| Admin fee / account holder | $10,577 | $5,232+102.2% | $6,410+65.0% | $5,403+95.8% |