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 | $84,428 | $110,094-23.3% | $151,611-44.3% | $68,494+23.3% |
| Participation rate | 93.6% | 84.0%+9.7pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -13.94% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,316 | $4,471-48.2% | $6,166-62.4% | $2,596-10.8% |
| Participant deferral / active EE | $5,110 | $6,527-21.7% | $8,363-38.9% | $4,027+26.9% |
| Admin fee / account holder | $39,420 | $7,719+410.7% | $11,616+239.4% | $5,403+629.6% |