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 | $79,631 | $73,004+9.1% | $90,749-12.3% | $68,494+16.3% |
| Participation rate | 97.3% | 70.8%+26.5pp | 75.7%+21.6pp | 67.9%+29.4pp |
| Annual return | -11.98% | -13.81%+1.8pp | -12.16%+0.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,876 | $2,193-14.5% | $2,921-35.8% | $2,596-27.8% |
| Participant deferral / active EE | $5,646 | $3,627+55.7% | $4,564+23.7% | $4,027+40.2% |
| Admin fee / account holder | $634 | $5,896-89.2% | $8,445-92.5% | $5,403-88.3% |