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 | $84,903 | $64,707+31.2% | $112,228-24.3% | $68,494+24.0% |
| Participation rate | 97.9% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.0pp |
| Annual return | -17.66% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,085 | $2,746-60.5% | $3,635-70.2% | $2,596-58.2% |
| Participant deferral / active EE | $8,729 | $3,565+144.9% | $4,728+84.6% | $4,027+116.7% |
| Admin fee / account holder | $907 | $5,232-82.7% | $6,410-85.9% | $5,403-83.2% |