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 | $88,840 | $73,004+21.7% | $90,749-2.1% | $68,494+29.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -10.66% | -13.81%+3.1pp | -12.16%+1.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $3,135 | $2,193+43.0% | $2,921+7.3% | $2,596+20.8% |
| Participant deferral / active EE | $4,818 | $3,627+32.8% | $4,564+5.6% | $4,027+19.6% |
| Admin fee / account holder | $2,976 | $5,896-49.5% | $8,445-64.8% | $5,403-44.9% |