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 | $96,122 | $81,900+17.4% | $119,609-19.6% | $68,494+40.3% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+15.0pp | 67.9%+26.3pp |
| Annual return | -13.84% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,415 | $2,693-47.5% | $4,232-66.6% | $2,596-45.5% |
| Participant deferral / active EE | $4,809 | $4,148+15.9% | $5,602-14.2% | $4,027+19.4% |
| Admin fee / account holder | $9,146 | $6,582+39.0% | $10,323-11.4% | $5,403+69.3% |