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 | $62,414 | $64,707-3.5% | $112,228-44.4% | $68,494-8.9% |
| Participation rate | 88.6% | 67.2%+21.5pp | 75.1%+13.6pp | 67.9%+20.7pp |
| Annual return | -19.29% | -11.40%-7.9pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,454 | $2,746+25.8% | $3,635-5.0% | $2,596+33.0% |
| Participant deferral / active EE | $5,154 | $3,565+44.6% | $4,728+9.0% | $4,027+28.0% |
| Admin fee / account holder | $565 | $5,232-89.2% | $6,410-91.2% | $5,403-89.5% |