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 | $78,827 | $110,094-28.4% | $151,611-48.0% | $68,494+15.1% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -13.12% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,326 | $4,471+19.1% | $6,166-13.6% | $2,596+105.1% |
| Participant deferral / active EE | $7,932 | $6,527+21.5% | $8,363-5.2% | $4,027+97.0% |
| Admin fee / account holder | $13,899 | $7,719+80.1% | $11,616+19.7% | $5,403+157.3% |