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 | $93,694 | $81,900+14.4% | $119,609-21.7% | $68,494+36.8% |
| Participation rate | 71.0% | 71.9%-0.9pp | 79.3%-8.3pp | 67.9%+3.1pp |
| Annual return | -17.38% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,864 | $2,693+6.3% | $4,232-32.3% | $2,596+10.3% |
| Participant deferral / active EE | $5,459 | $4,148+31.6% | $5,602-2.5% | $4,027+35.6% |
| Admin fee / account holder | $12,028 | $6,582+82.8% | $10,323+16.5% | $5,403+122.6% |