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 | $73,601 | $73,004+0.8% | $90,749-18.9% | $68,494+7.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.13% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,520 | $2,193-30.7% | $2,921-47.9% | $2,596-41.4% |
| Participant deferral / active EE | $1,744 | $3,627-51.9% | $4,564-61.8% | $4,027-56.7% |
| Admin fee / account holder | $7,585 | $5,896+28.6% | $8,445-10.2% | $5,403+40.4% |