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 | $102,448 | $102,553-0.1% | $151,611-32.4% | $66,914+53.1% |
| Participation rate | 92.0% | 85.5%+6.5pp | 87.5%+4.5pp | 69.8%+22.2pp |
| Annual return | -5.07% | -10.82%+5.8pp | 3.33%-8.4pp | 1.58%-6.7pp |
| Employer contribution / active EE | $1,816 | $4,180-56.6% | $6,166-70.5% | $2,544-28.6% |
| Participant deferral / active EE | $5,400 | $6,641-18.7% | $8,363-35.4% | $4,237+27.4% |
| Admin fee / account holder | $9,916 | $630+1474.5% | $11,616-14.6% | $593+1571.5% |