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 | $95,708 | $73,867+29.6% | $143,757-33.4% | $68,494+39.7% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -15.35% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,844 | $3,184-10.7% | $4,951-42.6% | $2,596+9.5% |
| Participant deferral / active EE | $7,252 | $3,384+114.3% | $5,637+28.6% | $4,027+80.1% |
| Admin fee / account holder | $466 | $5,755-91.9% | $14,673-96.8% | $5,403-91.4% |