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 | $89,134 | $73,004+22.1% | $90,749-1.8% | $68,494+30.1% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -15.31% | -13.81%-1.5pp | -12.16%-3.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,637 | $2,193-25.4% | $2,921-44.0% | $2,596-37.0% |
| Participant deferral / active EE | $2,750 | $3,627-24.2% | $4,564-39.8% | $4,027-31.7% |
| Admin fee / account holder | $35,793 | $5,896+507.1% | $8,445+323.9% | $5,403+562.5% |