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 | $101,199 | $73,867+37.0% | $143,757-29.6% | $68,494+47.7% |
| Participation rate | 83.1% | 66.7%+16.4pp | 80.3%+2.8pp | 67.9%+15.2pp |
| Annual return | -12.55% | 1.01%-13.6pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,811 | $3,184-43.1% | $4,951-63.4% | $2,596-30.3% |
| Participant deferral / active EE | $3,880 | $3,384+14.6% | $5,637-31.2% | $4,027-3.7% |
| Admin fee / account holder | $74,977 | $5,755+1202.9% | $14,673+411.0% | $5,403+1287.8% |