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 | $113,821 | $73,867+54.1% | $143,757-20.8% | $68,494+66.2% |
| Participation rate | 88.5% | 66.7%+21.9pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -9.72% | 1.01%-10.7pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $1,137 | $3,184-64.3% | $4,951-77.0% | $2,596-56.2% |
| Participant deferral / active EE | $3,429 | $3,384+1.3% | $5,637-39.2% | $4,027-14.9% |
| Admin fee / account holder | $24,467 | $5,755+325.2% | $14,673+66.7% | $5,403+352.9% |