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 | $98,435 | $73,004+34.8% | $90,749+8.5% | $68,494+43.7% |
| Participation rate | 76.1% | 70.8%+5.3pp | 75.7%+0.4pp | 67.9%+8.2pp |
| Annual return | -14.81% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,255 | $2,193+2.8% | $2,921-22.8% | $2,596-13.2% |
| Participant deferral / active EE | $4,698 | $3,627+29.5% | $4,564+2.9% | $4,027+16.7% |
| Admin fee / account holder | $2,955 | $5,896-49.9% | $8,445-65.0% | $5,403-45.3% |