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 | $97,620 | $73,867+32.2% | $143,757-32.1% | $68,494+42.5% |
| Participation rate | 74.5% | 66.7%+7.9pp | 80.3%-5.8pp | 67.9%+6.7pp |
| Annual return | -14.13% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,783 | $3,184-12.6% | $4,951-43.8% | $2,596+7.2% |
| Participant deferral / active EE | $5,380 | $3,384+59.0% | $5,637-4.6% | $4,027+33.6% |
| Admin fee / account holder | $1,965 | $5,755-65.9% | $14,673-86.6% | $5,403-63.6% |