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 | $134,711 | $73,867+82.4% | $143,757-6.3% | $68,494+96.7% |
| Participation rate | 74.4% | 66.7%+7.7pp | 80.3%-5.9pp | 67.9%+6.5pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,832 | $3,184-11.1% | $4,951-42.8% | $2,596+9.1% |
| Participant deferral / active EE | $3,885 | $3,384+14.8% | $5,637-31.1% | $4,027-3.5% |
| Admin fee / account holder | $3,468 | $5,755-39.7% | $14,673-76.4% | $5,403-35.8% |