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 | $91,455 | $81,900+11.7% | $119,609-23.5% | $68,494+33.5% |
| Participation rate | 95.5% | 71.9%+23.6pp | 79.3%+16.3pp | 67.9%+27.6pp |
| Annual return | -16.47% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,600 | $2,693-3.5% | $4,232-38.6% | $2,596+0.1% |
| Participant deferral / active EE | $5,491 | $4,148+32.4% | $5,602-2.0% | $4,027+36.3% |
| Admin fee / account holder | $8,504 | $6,582+29.2% | $10,323-17.6% | $5,403+57.4% |