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 | $114,097 | $76,912+48.3% | $129,110-11.6% | $68,494+66.6% |
| Participation rate | 84.6% | 69.1%+15.5pp | 77.3%+7.4pp | 67.9%+16.7pp |
| Annual return | -14.14% | -9.78%-4.4pp | -10.94%-3.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,971 | $3,243-39.2% | $5,052-61.0% | $2,596-24.1% |
| Participant deferral / active EE | $2,144 | $4,732-54.7% | $6,542-67.2% | $4,027-46.8% |
| Admin fee / account holder | $4,628 | $6,638-30.3% | $14,302-67.6% | $5,403-14.3% |