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 | $88,934 | $73,004+21.8% | $90,749-2.0% | $68,494+29.8% |
| Participation rate | 98.0% | 70.8%+27.1pp | 75.7%+22.3pp | 67.9%+30.1pp |
| Annual return | -15.53% | -13.81%-1.7pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,438 | $2,193-34.4% | $2,921-50.8% | $2,596-44.6% |
| Participant deferral / active EE | $5,398 | $3,627+48.8% | $4,564+18.3% | $4,027+34.0% |
| Admin fee / account holder | $11,559 | $5,896+96.0% | $8,445+36.9% | $5,403+113.9% |