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 | $98,867 | $81,900+20.7% | $119,609-17.3% | $68,494+44.3% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -15.41% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,085 | $2,693-22.6% | $4,232-50.7% | $2,596-19.7% |
| Participant deferral / active EE | $6,327 | $4,148+52.5% | $5,602+12.9% | $4,027+57.1% |
| Admin fee / account holder | $3,482 | $6,582-47.1% | $10,323-66.3% | $5,403-35.6% |