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 | $92,006 | $83,427+10.3% | $115,756-20.5% | $68,494+34.3% |
| Participation rate | 74.2% | 71.9%+2.3pp | 77.1%-2.9pp | 67.9%+6.3pp |
| Annual return | -15.03% | -10.95%-4.1pp | 143.14%-158.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,142 | $5,355-41.3% | $6,254-49.8% | $4,027-22.0% |
| Admin fee / account holder | $7,575 | $5,708+32.7% | $8,124-6.8% | $5,403+40.2% |