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 | $81,294 | $73,867+10.1% | $143,757-43.5% | $68,494+18.7% |
| Participation rate | 86.2% | 66.7%+19.6pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -15.73% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,601 | $3,184+13.1% | $4,951-27.3% | $2,596+38.7% |
| Participant deferral / active EE | $7,441 | $3,384+119.9% | $5,637+32.0% | $4,027+84.8% |
| Admin fee / account holder | $856 | $5,755-85.1% | $14,673-94.2% | $5,403-84.2% |