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 | $99,989 | $81,900+22.1% | $119,609-16.4% | $68,494+46.0% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -13.66% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,682 | $2,693-37.5% | $4,232-60.2% | $2,596-35.2% |
| Participant deferral / active EE | $4,085 | $4,148-1.5% | $5,602-27.1% | $4,027+1.4% |
| Admin fee / account holder | $14,601 | $6,582+121.8% | $10,323+41.4% | $5,403+170.3% |