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 | $84,471 | $64,707+30.5% | $112,228-24.7% | $68,494+23.3% |
| Participation rate | 98.0% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.1pp |
| Annual return | -13.40% | -11.40%-2.0pp | 27.45%-40.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,185 | $2,746-20.4% | $3,635-39.9% | $2,596-15.8% |
| Participant deferral / active EE | $4,844 | $3,565+35.9% | $4,728+2.4% | $4,027+20.3% |
| Admin fee / account holder | $341 | $5,232-93.5% | $6,410-94.7% | $5,403-93.7% |