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 | $99,006 | $64,707+53.0% | $112,228-11.8% | $68,494+44.5% |
| Participation rate | 70.5% | 67.2%+3.4pp | 75.1%-4.5pp | 67.9%+2.6pp |
| Annual return | -15.31% | -11.40%-3.9pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,252 | $2,746-18.0% | $3,635-38.1% | $2,596-13.3% |
| Participant deferral / active EE | $5,143 | $3,565+44.3% | $4,728+8.8% | $4,027+27.7% |
| Admin fee / account holder | $16,830 | $5,232+221.7% | $6,410+162.5% | $5,403+211.5% |