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 | $74,412 | $71,883+3.5% | $86,677-14.2% | $68,494+8.6% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -12.13% | 3.52%-15.7pp | 35.91%-48.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,379 | $2,173-36.5% | $2,836-51.4% | $2,596-46.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $53,202 | $6,112+770.5% | $7,493+610.0% | $5,403+884.7% |