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 | $82,942 | $56,357+47.2% | $104,294-20.5% | $68,494+21.1% |
| Participation rate | 83.9% | 63.3%+20.6pp | 73.3%+10.6pp | 67.9%+16.0pp |
| Annual return | -15.57% | -9.19%-6.4pp | 24.61%-40.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,069 | $3,077+97.2% | $4,625+31.2% | $4,027+50.7% |
| Admin fee / account holder | $3,474 | $4,903-29.1% | $7,339-52.7% | $5,403-35.7% |