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 | $106,618 | $86,655+23.0% | $119,609-10.9% | $66,914+59.3% |
| Participation rate | 77.4% | 75.6%+1.8pp | 79.3%-1.9pp | 69.8%+7.6pp |
| Annual return | -10.10% | -8.00%-2.1pp | -14.97%+4.9pp | 1.58%-11.7pp |
| Employer contribution / active EE | $2,724 | $2,536+7.4% | $4,232-35.6% | $2,544+7.0% |
| Participant deferral / active EE | $6,617 | $4,358+51.8% | $5,602+18.1% | $4,237+56.2% |
| Admin fee / account holder | $8,865 | $755+1074.6% | $10,323-14.1% | $593+1394.3% |