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 | $89,398 | $73,004+22.5% | $90,749-1.5% | $68,494+30.5% |
| Participation rate | 89.3% | 70.8%+18.5pp | 75.7%+13.6pp | 67.9%+21.4pp |
| Annual return | -14.76% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,942 | $2,193-11.5% | $2,921-33.5% | $2,596-25.2% |
| Participant deferral / active EE | $5,440 | $3,627+50.0% | $4,564+19.2% | $4,027+35.1% |
| Admin fee / account holder | $12,027 | $5,896+104.0% | $8,445+42.4% | $5,403+122.6% |