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 | $74,693 | $73,004+2.3% | $90,749-17.7% | $68,494+9.1% |
| Participation rate | 97.1% | 70.8%+26.2pp | 75.7%+21.4pp | 67.9%+29.2pp |
| Annual return | -7.94% | -13.81%+5.9pp | -12.16%+4.2pp | -7.84%-0.1pp |
| Employer contribution / active EE | $4,687 | $2,193+113.7% | $2,921+60.5% | $2,596+80.5% |
| Participant deferral / active EE | $3,329 | $3,627-8.2% | $4,564-27.1% | $4,027-17.3% |
| Admin fee / account holder | $14,093 | $5,896+139.0% | $8,445+66.9% | $5,403+160.9% |