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 | $96,082 | $81,900+17.3% | $119,609-19.7% | $68,494+40.3% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.7pp | 67.9%+8.7pp |
| Annual return | -17.85% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,248 | $2,693+20.6% | $4,232-23.3% | $2,596+25.1% |
| Participant deferral / active EE | $6,571 | $4,148+58.4% | $5,602+17.3% | $4,027+63.2% |
| Admin fee / account holder | $3,504 | $6,582-46.8% | $10,323-66.1% | $5,403-35.1% |