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 | $110,065 | $73,867+49.0% | $143,757-23.4% | $68,494+60.7% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -15.32% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,777 | $3,184+50.0% | $4,951-3.5% | $2,596+84.0% |
| Participant deferral / active EE | $4,614 | $3,384+36.3% | $5,637-18.1% | $4,027+14.6% |
| Admin fee / account holder | $13,815 | $5,755+140.1% | $14,673-5.8% | $5,403+155.7% |