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 | $105,455 | $73,004+44.5% | $90,749+16.2% | $68,494+54.0% |
| Participation rate | 70.2% | 70.8%-0.7pp | 75.7%-5.5pp | 67.9%+2.3pp |
| Annual return | -12.91% | -13.81%+0.9pp | -12.16%-0.7pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,115 | $2,193-3.5% | $2,921-27.6% | $2,596-18.5% |
| Participant deferral / active EE | $3,138 | $3,627-13.5% | $4,564-31.3% | $4,027-22.1% |
| Admin fee / account holder | $18,191 | $5,896+208.5% | $8,445+115.4% | $5,403+236.7% |