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 | $106,335 | $56,484+88.3% | $169,463-37.3% | $64,186+65.7% |
| Participation rate | 72.4% | 64.5%+7.9pp | 77.8%-5.4pp | 69.6%+2.8pp |
| Annual return | -6.99% | -1.55%-5.4pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,175 | $1,832-35.9% | $4,159-71.8% | $2,381-50.7% |
| Participant deferral / active EE | $4,208 | $3,448+22.0% | $5,277-20.3% | $3,470+21.3% |
| Admin fee / account holder | $12,177 | $4,174+191.7% | $9,109+33.7% | $4,888+149.1% |