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 | $78,099 | $73,004+7.0% | $90,749-13.9% | $68,494+14.0% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -17.39% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,439 | $2,193+11.2% | $2,921-16.5% | $2,596-6.1% |
| Participant deferral / active EE | $5,287 | $3,627+45.8% | $4,564+15.8% | $4,027+31.3% |
| Admin fee / account holder | $960 | $5,896-83.7% | $8,445-88.6% | $5,403-82.2% |