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 | $94,918 | $95,862-1.0% | $79,550+19.3% | $134,475-29.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -18.57% | -2.69%-15.9pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,774 | $3,128-43.3% | $2,413-26.5% | $4,740-62.6% |
| Participant deferral / active EE | $3,922 | $4,693-16.4% | $3,985-1.6% | $6,400-38.7% |
| Admin fee / account holder | $1,238 | $9,126-86.4% | $6,832-81.9% | $11,426-89.2% |