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 | $81,125 | $72,404+12.0% | $110,238-26.4% | $64,186+26.4% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | -6.12% | -6.29%+0.2pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,051 | $2,282-53.9% | $3,826-72.5% | $2,381-55.8% |
| Participant deferral / active EE | $4,050 | $3,469+16.7% | $4,672-13.3% | $3,470+16.7% |
| Admin fee / account holder | $2,153 | $5,664-62.0% | $8,547-74.8% | $4,888-56.0% |