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 | $125,179 | $81,900+52.8% | $119,609+4.7% | $68,494+82.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.99% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,512 | $2,693+30.4% | $4,232-17.0% | $2,596+35.3% |
| Participant deferral / active EE | $2,773 | $4,148-33.1% | $5,602-50.5% | $4,027-31.1% |
| Admin fee / account holder | $4,021 | $6,582-38.9% | $10,323-61.0% | $5,403-25.6% |