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 | $91,054 | $72,404+25.8% | $110,238-17.4% | $64,186+41.9% |
| Participation rate | 71.2% | 73.3%-2.2pp | 79.8%-8.7pp | 69.6%+1.6pp |
| Annual return | -7.03% | -6.29%-0.7pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,320 | $2,282-42.1% | $3,826-65.5% | $2,381-44.5% |
| Participant deferral / active EE | $5,732 | $3,469+65.2% | $4,672+22.7% | $3,470+65.2% |
| Admin fee / account holder | $18,922 | $5,664+234.1% | $8,547+121.4% | $4,888+287.1% |