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 | $98,515 | $81,900+20.3% | $119,609-17.6% | $68,494+43.8% |
| Participation rate | 93.9% | 71.9%+22.0pp | 79.3%+14.6pp | 67.9%+26.0pp |
| Annual return | -12.67% | -23.82%+11.1pp | -14.97%+2.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,428 | $2,693+27.3% | $4,232-19.0% | $2,596+32.0% |
| Participant deferral / active EE | $7,519 | $4,148+81.3% | $5,602+34.2% | $4,027+86.7% |
| Admin fee / account holder | $2,840 | $6,582-56.8% | $10,323-72.5% | $5,403-47.4% |