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 | $98,652 | $64,707+52.5% | $112,228-12.1% | $68,494+44.0% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,414 | $2,746-12.1% | $3,635-33.6% | $2,596-7.0% |
| Participant deferral / active EE | $3,322 | $3,565-6.8% | $4,728-29.7% | $4,027-17.5% |
| Admin fee / account holder | $9,398 | $5,232+79.6% | $6,410+46.6% | $5,403+74.0% |