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 | $89,464 | $73,004+22.5% | $90,749-1.4% | $68,494+30.6% |
| Participation rate | 90.3% | 70.8%+19.4pp | 75.7%+14.6pp | 67.9%+22.4pp |
| Annual return | -16.55% | -13.81%-2.7pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,904 | $2,193-13.2% | $2,921-34.8% | $2,596-26.6% |
| Participant deferral / active EE | $4,566 | $3,627+25.9% | $4,5640% | $4,027+13.4% |
| Admin fee / account holder | $1,895 | $5,896-67.9% | $8,445-77.6% | $5,403-64.9% |