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 | $89,595 | $73,004+22.7% | $90,749-1.3% | $68,494+30.8% |
| Participation rate | 97.1% | 70.8%+26.3pp | 75.7%+21.5pp | 67.9%+29.3pp |
| Annual return | -9.06% | -13.81%+4.8pp | -12.16%+3.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,616 | $2,193+19.3% | $2,921-10.4% | $2,596+0.8% |
| Participant deferral / active EE | $3,825 | $3,627+5.5% | $4,564-16.2% | $4,027-5.0% |
| Admin fee / account holder | $5,033 | $5,896-14.6% | $8,445-40.4% | $5,403-6.8% |