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 | $129,672 | $81,900+58.3% | $119,609+8.4% | $68,494+89.3% |
| Participation rate | 72.3% | 71.9%+0.4pp | 79.3%-6.9pp | 67.9%+4.5pp |
| Annual return | -15.58% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,674 | $2,693-37.8% | $4,232-60.4% | $2,596-35.5% |
| Participant deferral / active EE | $10,369 | $4,148+150.0% | $5,602+85.1% | $4,027+157.5% |
| Admin fee / account holder | $10,790 | $6,582+63.9% | $10,323+4.5% | $5,403+99.7% |