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 | $96,376 | $73,004+32.0% | $90,749+6.2% | $68,494+40.7% |
| Participation rate | 82.1% | 70.8%+11.3pp | 75.7%+6.5pp | 67.9%+14.3pp |
| Annual return | -16.84% | -13.81%-3.0pp | -12.16%-4.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,656 | $2,193+157.9% | $2,921+93.6% | $2,596+117.8% |
| Participant deferral / active EE | $3,234 | $3,627-10.8% | $4,564-29.1% | $4,027-19.7% |
| Admin fee / account holder | $1,877 | $5,896-68.2% | $8,445-77.8% | $5,403-65.3% |