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 | $118,002 | $73,867+59.7% | $143,757-17.9% | $68,494+72.3% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.1pp | 67.9%+18.5pp |
| Annual return | -17.65% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,351 | $3,184-26.2% | $4,951-52.5% | $2,596-9.5% |
| Participant deferral / active EE | $4,191 | $3,384+23.8% | $5,637-25.7% | $4,027+4.1% |
| Admin fee / account holder | $4,933 | $5,755-14.3% | $14,673-66.4% | $5,403-8.7% |