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 | $110,907 | $73,867+50.1% | $143,757-22.9% | $68,494+61.9% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -18.62% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,286 | $3,184+34.6% | $4,951-13.4% | $2,596+65.1% |
| Participant deferral / active EE | $3,573 | $3,384+5.6% | $5,637-36.6% | $4,027-11.3% |
| Admin fee / account holder | $634 | $5,755-89.0% | $14,673-95.7% | $5,403-88.3% |