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 | $123,642 | $73,004+69.4% | $90,749+36.2% | $68,494+80.5% |
| Participation rate | 91.7% | 70.8%+20.8pp | 75.7%+16.0pp | 67.9%+23.8pp |
| Annual return | -10.93% | -13.81%+2.9pp | -12.16%+1.2pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,109 | $2,193-49.4% | $2,921-62.0% | $2,596-57.3% |
| Participant deferral / active EE | $4,905 | $3,627+35.2% | $4,564+7.5% | $4,027+21.8% |
| Admin fee / account holder | $20,158 | $5,896+241.9% | $8,445+138.7% | $5,403+273.1% |