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 | $104,397 | $64,707+61.3% | $112,228-7.0% | $68,494+52.4% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -17.96% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,000 | $2,746-27.2% | $3,635-45.0% | $2,596-23.0% |
| Participant deferral / active EE | $2,781 | $3,565-22.0% | $4,728-41.2% | $4,027-30.9% |
| Admin fee / account holder | $2,386 | $5,232-54.4% | $6,410-62.8% | $5,403-55.8% |