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 | $98,348 | $81,900+20.1% | $119,609-17.8% | $68,494+43.6% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.7pp | 67.9%+25.1pp |
| Annual return | -4.83% | -23.82%+19.0pp | -14.97%+10.1pp | -7.84%+3.0pp |
| Employer contribution / active EE | $2,845 | $2,693+5.6% | $4,232-32.8% | $2,596+9.6% |
| Participant deferral / active EE | $7,298 | $4,148+75.9% | $5,602+30.3% | $4,027+81.2% |
| Admin fee / account holder | $1,098 | $6,582-83.3% | $10,323-89.4% | $5,403-79.7% |