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 | $89,690 | $95,862-6.4% | $79,550+12.7% | $134,475-33.3% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.3pp | 81.2%+13.5pp |
| Annual return | -15.34% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,554 | $3,128-50.3% | $2,413-35.6% | $4,740-67.2% |
| Participant deferral / active EE | $5,561 | $4,693+18.5% | $3,985+39.6% | $6,400-13.1% |
| Admin fee / account holder | $15,765 | $9,126+72.7% | $6,832+130.7% | $11,426+38.0% |