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 | $74,622 | $81,900-8.9% | $119,609-37.6% | $68,494+8.9% |
| Participation rate | 89.1% | 71.9%+17.2pp | 79.3%+9.8pp | 67.9%+21.2pp |
| Annual return | -15.99% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $10,914 | $2,693+305.2% | $4,232+157.9% | $2,596+320.3% |
| Participant deferral / active EE | $6,717 | $4,148+62.0% | $5,602+19.9% | $4,027+66.8% |
| Admin fee / account holder | $4,109 | $6,582-37.6% | $10,323-60.2% | $5,403-23.9% |