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 | $76,364 | $71,883+6.2% | $86,677-11.9% | $68,494+11.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.94% | 3.52%-10.5pp | 35.91%-42.8pp | -7.84%+0.9pp |
| Employer contribution / active EE | $1,824 | $2,173-16.1% | $2,836-35.7% | $2,596-29.7% |
| Participant deferral / active EE | $2,961 | $3,779-21.6% | $4,656-36.4% | $4,027-26.5% |
| Admin fee / account holder | $3,593 | $6,112-41.2% | $7,493-52.1% | $5,403-33.5% |