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 | $79,497 | $81,900-2.9% | $119,609-33.5% | $68,494+16.1% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -16.40% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,192 | $2,693-18.6% | $4,232-48.2% | $2,596-15.6% |
| Participant deferral / active EE | $8,872 | $4,148+113.9% | $5,602+58.4% | $4,027+120.3% |
| Admin fee / account holder | $11,604 | $6,582+76.3% | $10,323+12.4% | $5,403+114.8% |