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 | $91,542 | $64,707+41.5% | $112,228-18.4% | $68,494+33.6% |
| Participation rate | 84.8% | 67.2%+17.7pp | 75.1%+9.8pp | 67.9%+17.0pp |
| Annual return | -15.83% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,475 | $2,746-46.3% | $3,635-59.4% | $2,596-43.2% |
| Participant deferral / active EE | $5,705 | $3,565+60.0% | $4,728+20.7% | $4,027+41.7% |
| Admin fee / account holder | $30,860 | $5,232+489.8% | $6,410+381.4% | $5,403+471.2% |