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 | $87,139 | $95,862-9.1% | $79,550+9.5% | $134,475-35.2% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -12.91% | -2.69%-10.2pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,595 | $3,128-17.0% | $2,413+7.5% | $4,740-45.2% |
| Participant deferral / active EE | $4,792 | $4,693+2.1% | $3,985+20.2% | $6,400-25.1% |
| Admin fee / account holder | $3,239 | $9,126-64.5% | $6,832-52.6% | $11,426-71.7% |