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 | $93,741 | $81,900+14.5% | $119,609-21.6% | $68,494+36.9% |
| Participation rate | 93.2% | 71.9%+21.3pp | 79.3%+13.9pp | 67.9%+25.3pp |
| Annual return | -5.86% | -23.82%+18.0pp | -14.97%+9.1pp | -7.84%+2.0pp |
| Employer contribution / active EE | $1,711 | $2,693-36.5% | $4,232-59.6% | $2,596-34.1% |
| Participant deferral / active EE | $5,864 | $4,148+41.4% | $5,602+4.7% | $4,027+45.6% |
| Admin fee / account holder | $19,672 | $6,582+198.9% | $10,323+90.6% | $5,403+264.1% |