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 | $82,967 | $81,900+1.3% | $119,609-30.6% | $68,494+21.1% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -16.53% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,061 | $2,693-60.6% | $4,232-74.9% | $2,596-59.1% |
| Participant deferral / active EE | $5,865 | $4,148+41.4% | $5,602+4.7% | $4,027+45.6% |
| Admin fee / account holder | $1,491 | $6,582-77.3% | $10,323-85.6% | $5,403-72.4% |