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 | $82,117 | $59,805+37.3% | $79,550+3.2% | $68,494+19.9% |
| Participation rate | 74.5% | 61.1%+13.4pp | 69.5%+5.0pp | 67.9%+6.6pp |
| Annual return | -15.19% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,327 | $1,505-11.8% | $2,413-45.0% | $2,596-48.9% |
| Participant deferral / active EE | $4,248 | $3,024+40.5% | $3,985+6.6% | $4,027+5.5% |
| Admin fee / account holder | $4,185 | $4,835-13.4% | $6,832-38.7% | $5,403-22.5% |