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 | $133,336 | $73,867+80.5% | $143,757-7.2% | $68,494+94.7% |
| Participation rate | 86.5% | 66.7%+19.9pp | 80.3%+6.2pp | 67.9%+18.7pp |
| Annual return | -16.12% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,861 | $3,184-41.5% | $4,951-62.4% | $2,596-28.3% |
| Participant deferral / active EE | $4,939 | $3,384+45.9% | $5,637-12.4% | $4,027+22.6% |
| Admin fee / account holder | $941 | $5,755-83.7% | $14,673-93.6% | $5,403-82.6% |