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 | $88,355 | $81,900+7.9% | $119,609-26.1% | $68,494+29.0% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.4pp | 67.9%+30.7pp |
| Annual return | -16.28% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,475 | $2,693-8.1% | $4,232-41.5% | $2,596-4.7% |
| Participant deferral / active EE | $2,471 | $4,148-40.4% | $5,602-55.9% | $4,027-38.6% |
| Admin fee / account holder | $1,055 | $6,582-84.0% | $10,323-89.8% | $5,403-80.5% |