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 | $78,185 | $64,707+20.8% | $112,228-30.3% | $68,494+14.1% |
| Participation rate | 91.1% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.2pp |
| Annual return | -17.44% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,374 | $2,746-13.5% | $3,635-34.7% | $2,596-8.6% |
| Participant deferral / active EE | $6,659 | $3,565+86.8% | $4,728+40.8% | $4,027+65.3% |
| Admin fee / account holder | $4,210 | $5,232-19.5% | $6,410-34.3% | $5,403-22.1% |