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 | $76,095 | $81,900-7.1% | $119,609-36.4% | $68,494+11.1% |
| Participation rate | 91.8% | 71.9%+19.9pp | 79.3%+12.6pp | 67.9%+23.9pp |
| Annual return | -17.57% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,268 | $2,693+58.5% | $4,232+0.9% | $2,596+64.4% |
| Participant deferral / active EE | $7,513 | $4,148+81.1% | $5,602+34.1% | $4,027+86.6% |
| Admin fee / account holder | $2,903 | $6,582-55.9% | $10,323-71.9% | $5,403-46.3% |