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 | $112,048 | $95,862+16.9% | $79,550+40.9% | $134,475-16.7% |
| Participation rate | 70.6% | 75.0%-4.4pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -13.33% | -2.69%-10.6pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,042 | $4,693-35.2% | $3,985-23.7% | $6,400-52.5% |
| Admin fee / account holder | $10,176 | $9,126+11.5% | $6,832+48.9% | $11,426-10.9% |