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 | $97,192 | $54,229+79.2% | $70,092+38.7% | $68,494+41.9% |
| Participation rate | 71.4% | 64.5%+6.9pp | 70.5%+1.0pp | 67.9%+3.5pp |
| Annual return | -18.79% | -13.87%-4.9pp | 190.73%-209.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,084 | $2,018-46.3% | $2,559-57.7% | $2,596-58.3% |
| Participant deferral / active EE | $3,419 | $2,956+15.7% | $3,849-11.2% | $4,027-15.1% |
| Admin fee / account holder | $10,613 | $4,694+126.1% | $6,267+69.4% | $5,403+96.4% |