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 | $98,805 | $95,862+3.1% | $79,550+24.2% | $134,475-26.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -20.31% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $946 | $3,128-69.7% | $2,413-60.8% | $4,740-80.0% |
| Participant deferral / active EE | $3,559 | $4,693-24.2% | $3,985-10.7% | $6,400-44.4% |
| Admin fee / account holder | $1,419 | $9,126-84.4% | $6,832-79.2% | $11,426-87.6% |