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 | $72,772 | $64,707+12.5% | $112,228-35.2% | $68,494+6.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.91% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,448 | $2,746+25.6% | $3,635-5.1% | $2,596+32.8% |
| Participant deferral / active EE | $4,154 | $3,565+16.5% | $4,728-12.1% | $4,027+3.1% |
| Admin fee / account holder | $9,175 | $5,232+75.4% | $6,410+43.1% | $5,403+69.8% |