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 | $90,355 | $81,900+10.3% | $119,609-24.5% | $68,494+31.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.16% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,027 | $2,693+49.5% | $4,232-4.9% | $2,596+55.1% |
| Participant deferral / active EE | $7,257 | $4,148+75.0% | $5,602+29.5% | $4,027+80.2% |
| Admin fee / account holder | $6,260 | $6,582-4.9% | $10,323-39.4% | $5,403+15.9% |