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 | $139,137 | $94,529+47.2% | $140,016-0.6% | $64,186+116.8% |
| Participation rate | 84.2% | 84.1%+0.1pp | 87.5%-3.3pp | 69.6%+14.6pp |
| Annual return | -4.28% | 7.77%-12.1pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,896 | $3,812-50.3% | $5,606-66.2% | $2,381-20.4% |
| Participant deferral / active EE | $5,307 | $5,250+1.1% | $6,927-23.4% | $3,470+53.0% |
| Admin fee / account holder | $15,741 | $6,741+133.5% | $10,705+47.0% | $4,888+222.0% |