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 | $111,097 | $85,790+29.5% | $67,313+65.0% | $135,375-17.9% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -5.51% | -0.54%-5.0pp | -4.08%-1.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,943 | $4,651+6.3% | $3,568+38.5% | $5,609-11.9% |
| Admin fee / account holder | $603 | $6,392-90.6% | $4,507-86.6% | $10,827-94.4% |