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 | $127,434 | $73,867+72.5% | $143,757-11.4% | $68,494+86.1% |
| Participation rate | 91.1% | 66.7%+24.4pp | 80.3%+10.8pp | 67.9%+23.2pp |
| Annual return | -14.53% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $631 | $3,184-80.2% | $4,951-87.2% | $2,596-75.7% |
| Participant deferral / active EE | $5,480 | $3,384+61.9% | $5,637-2.8% | $4,027+36.1% |
| Admin fee / account holder | $1,639 | $5,755-71.5% | $14,673-88.8% | $5,403-69.7% |