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 | $110,958 | $64,707+71.5% | $112,228-1.1% | $68,494+62.0% |
| Participation rate | 84.2% | 67.2%+17.1pp | 75.1%+9.1pp | 67.9%+16.3pp |
| Annual return | -17.54% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,628 | $2,746-4.3% | $3,635-27.7% | $2,596+1.2% |
| Participant deferral / active EE | $6,858 | $3,565+92.4% | $4,728+45.1% | $4,027+70.3% |
| Admin fee / account holder | $2,325 | $5,232-55.6% | $6,410-63.7% | $5,403-57.0% |