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 | $89,382 | $81,900+9.1% | $119,609-25.3% | $68,494+30.5% |
| Participation rate | 92.5% | 71.9%+20.6pp | 79.3%+13.2pp | 67.9%+24.6pp |
| Annual return | -13.32% | -23.82%+10.5pp | -14.97%+1.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,912 | $2,693-29.0% | $4,232-54.8% | $2,596-26.4% |
| Participant deferral / active EE | $5,680 | $4,148+36.9% | $5,602+1.4% | $4,027+41.0% |
| Admin fee / account holder | $1,470 | $6,582-77.7% | $10,323-85.8% | $5,403-72.8% |